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 | $65,399 | $72,400-9.7% | $67,502-3.1% | $145,922-55.2% |
| Participation rate | 76.2% | 76.9%-0.7pp | 72.9%+3.3pp | 80.3%-4.1pp |
| Annual return | 7.77% | 7182.46%-7174.7pp | 3512.12%-3504.4pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,436 | $3,069-53.2% | $2,731-47.4% | $4,660-69.2% |
| Participant deferral / active EE | $3,461 | $4,783-27.6% | $4,000-13.5% | $6,688-48.3% |
| Admin fee / account holder | $42,629 | $5,539+669.7% | $3,998+966.4% | $13,397+218.2% |