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 | $63,897 | $183,963-65.3% | $162,163-60.6% | $152,861-58.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 11.29% | 150.76%-139.5pp | 115.59%-104.3pp | 345.32%-334.0pp |
| Employer contribution / active EE | $2,679 | $6,371-58.0% | $5,614-52.3% | $4,762-43.8% |
| Participant deferral / active EE | $5,115 | $8,034-36.3% | $7,298-29.9% | $5,850-12.6% |
| Admin fee / account holder | $819 | $13,121-93.8% | $10,843-92.4% | $11,596-92.9% |