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 | $76,589 | $99,020-22.7% | $86,590-11.5% | $147,584-48.1% |
| Participation rate | 70.0% | 76.3%-6.3pp | 73.5%-3.5pp | 82.8%-12.8pp |
| Annual return | 6.84% | 1312.34%-1305.5pp | 964.84%-958.0pp | 578.55%-571.7pp |
| Employer contribution / active EE | $2,275 | $3,132-27.4% | $2,839-19.9% | $4,876-53.3% |
| Participant deferral / active EE | $3,050 | $3,972-23.2% | $3,609-15.5% | $5,439-43.9% |
| Admin fee / account holder | $29,242 | $5,710+412.1% | $4,906+496.1% | $10,885+168.6% |