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 | $54,828 | $100,852-45.6% | $90,404-39.4% | $158,922-65.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.89% | 1724.20%-1719.3pp | 1293.02%-1288.1pp | 302.83%-297.9pp |
| Employer contribution / active EE | $3,423 | $3,689-7.2% | $3,262+4.9% | $4,761-28.1% |
| Participant deferral / active EE | $8,553 | $4,348+96.7% | $3,963+115.8% | $5,982+43.0% |
| Admin fee / account holder | $5,904 | $6,501-9.2% | $5,611+5.2% | $11,246-47.5% |