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 | $59,820 | $150,440-60.2% | $136,294-56.1% | $147,584-59.5% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 5.93% | 1049.08%-1043.2pp | 5155.94%-5150.0pp | 578.55%-572.6pp |
| Employer contribution / active EE | $1,030 | $5,256-80.4% | $4,695-78.1% | $4,876-78.9% |
| Participant deferral / active EE | $5,045 | $6,630-23.9% | $6,247-19.2% | $5,439-7.2% |
| Admin fee / account holder | $24,247 | $10,905+122.3% | $9,243+162.3% | $10,885+122.7% |