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 3-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 | $24,629 | $70,756-65.2% | $65,493-62.4% | $142,382-82.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 6.20% | 1754.89%-1748.7pp | 982.45%-976.2pp | 217.08%-210.9pp |
| Employer contribution / active EE | $5,133 | $2,881+78.2% | $2,574+99.4% | $4,299+19.4% |
| Participant deferral / active EE | $10,196 | $4,637+119.9% | $3,961+157.4% | $6,507+56.7% |
| Admin fee / account holder | $17,220 | $6,559+162.5% | $5,028+242.5% | $12,624+36.4% |