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 | $55,392 | $99,652-44.4% | $78,778-29.7% | $147,584-62.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 5.73% | 47.28%-41.6pp | 35.62%-29.9pp | 578.55%-572.8pp |
| Employer contribution / active EE | $1,547 | $2,796-44.7% | $1,986-22.1% | $4,876-68.3% |
| Participant deferral / active EE | $3,937 | $3,664+7.5% | $2,958+33.1% | $5,439-27.6% |
| Admin fee / account holder | $395 | $7,155-94.5% | $5,134-92.3% | $10,885-96.4% |