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 | $50,309 | $85,202-41.0% | $172,739-70.9% | $72,985-31.1% |
| Participation rate | 78.7% | 70.1%+8.7pp | 82.6%-3.9pp | 69.5%+9.2pp |
| Annual return | 14.89% | 27.32%-12.4pp | 802.84%-787.9pp | 81.00%-66.1pp |
| Employer contribution / active EE | $1,876 | $3,324-43.6% | $5,143-63.5% | $2,440-23.1% |
| Participant deferral / active EE | $1,876 | $3,260-42.4% | $5,198-63.9% | $3,607-48.0% |
| Admin fee / account holder | $411 | $5,884-93.0% | $13,954-97.1% | $5,124-92.0% |