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 | $55,220 | $30,400+81.6% | $53,898+2.5% | $84,808-34.9% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 11.27% | 500.19%-488.9pp | 528.60%-517.3pp | 40.90%-29.6pp |
| Employer contribution / active EE | $4,420 | $603+633.4% | $932+374.2% | $2,631+68.0% |
| Participant deferral / active EE | $4,048 | $1,199+237.8% | $1,826+121.7% | $4,212-3.9% |
| Admin fee / account holder | $3,853 | $1,993+93.3% | $2,491+54.7% | $7,344-47.5% |