See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,836 | $107,334-38.7% | $92,893-29.1% | $152,861-56.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 3.21% | 145.58%-142.4pp | 109.41%-106.2pp | 345.32%-342.1pp |
| Employer contribution / active EE | $1,634 | $4,221-61.3% | $3,653-55.3% | $4,762-65.7% |
| Participant deferral / active EE | $4,628 | $4,845-4.5% | $4,236+9.3% | $5,850-20.9% |
| Admin fee / account holder | $2,408 | $7,079-66.0% | $5,794-58.4% | $11,596-79.2% |