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 | $49,919 | $232,540-78.5% | $185,117-73.0% | $147,584-66.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 6.26% | 43.03%-36.8pp | 40.50%-34.2pp | 578.55%-572.3pp |
| Employer contribution / active EE | $1,300 | $5,195-75.0% | $4,182-68.9% | $4,876-73.3% |
| Participant deferral / active EE | $1,594 | $5,834-72.7% | $5,045-68.4% | $5,439-70.7% |
| Admin fee / account holder | $20,202 | $10,275+96.6% | $8,159+147.6% | $10,885+85.6% |