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 | $60,364 | $63,346-4.7% | $92,233-34.6% | $70,131-13.9% |
| Participation rate | 98.6% | 68.7%+30.0pp | 76.5%+22.2pp | 69.5%+29.1pp |
| Annual return | 11.59% | 530.12%-518.5pp | 176.28%-164.7pp | 73.14%-61.5pp |
| Employer contribution / active EE | $2,203 | $2,471-10.9% | $3,679-40.1% | $2,342-6.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,059 | $3,840+83.8% | $5,194+35.9% | $4,645+52.0% |