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 | $54,763 | $74,888-26.9% | $71,209-23.1% | $142,382-61.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.79% | 345.14%-337.3pp | 282.51%-274.7pp | 217.08%-209.3pp |
| Employer contribution / active EE | $5,951 | $2,854+108.5% | $2,721+118.7% | $4,299+38.4% |
| Participant deferral / active EE | $11,799 | $4,454+164.9% | $4,175+182.6% | $6,507+81.3% |
| Admin fee / account holder | $92,595 | $5,568+1562.9% | $5,349+1631.1% | $12,624+633.5% |