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 | $56,937 | $96,635-41.1% | $86,612-34.3% | $139,434-59.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 6.69% | 106.41%-99.7pp | 591.07%-584.4pp | 372.94%-366.3pp |
| Employer contribution / active EE | $2,066 | $3,263-36.7% | $3,022-31.6% | $4,751-56.5% |
| Participant deferral / active EE | $3,075 | $4,836-36.4% | $4,438-30.7% | $6,710-54.2% |
| Admin fee / account holder | $4,640 | $6,408-27.6% | $5,614-17.4% | $11,403-59.3% |