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 | $37,504 | $124,185-69.8% | $108,410-65.4% | $167,490-77.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.11% | 1379.64%-1371.5pp | 905.27%-897.2pp | 478.56%-470.4pp |
| Employer contribution / active EE | $4,741 | $4,187+13.3% | $3,558+33.2% | $4,837-2.0% |
| Participant deferral / active EE | $2,936 | $6,908-57.5% | $6,563-55.3% | $6,341-53.7% |
| Admin fee / account holder | $21,581 | $9,455+128.3% | $7,295+195.8% | $12,309+75.3% |