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 | $75,183 | $106,890-29.7% | $84,015-10.5% | $152,861-50.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 4.12% | 104.99%-100.9pp | 71.31%-67.2pp | 345.32%-341.2pp |
| Employer contribution / active EE | $2,598 | $2,734-5.0% | $1,983+31.0% | $4,762-45.5% |
| Participant deferral / active EE | $9,500 | $4,011+136.8% | $3,239+193.3% | $5,850+62.4% |
| Admin fee / account holder | $3,747 | $8,285-54.8% | $6,101-38.6% | $11,596-67.7% |