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 | $63,721 | $209,832-69.6% | $189,513-66.4% | $167,490-62.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.45% | 748.27%-740.8pp | 555.15%-547.7pp | 478.56%-471.1pp |
| Employer contribution / active EE | $5,624 | $6,914-18.7% | $6,162-8.7% | $4,837+16.2% |
| Participant deferral / active EE | $0 | $8,935-100.0% | $8,221-100.0% | $6,341-100.0% |
| Admin fee / account holder | $7,788 | $14,293-45.5% | $12,045-35.3% | $12,309-36.7% |