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 | $37,874 | $105,998-64.3% | $92,233-58.9% | $147,584-74.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.81% | 50.05%-43.2pp | 176.28%-169.5pp | 578.55%-571.7pp |
| Employer contribution / active EE | $10,515 | $4,333+142.7% | $3,679+185.8% | $4,876+115.6% |
| Participant deferral / active EE | $7,716 | $4,478+72.3% | $3,897+98.0% | $5,439+41.9% |
| Admin fee / account holder | $1,727 | $6,332-72.7% | $5,194-66.7% | $10,885-84.1% |