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 | $47,474 | $144,119-67.1% | $117,854-59.7% | $147,584-67.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 5.71% | 531.15%-525.4pp | 335.08%-329.4pp | 578.55%-572.8pp |
| Employer contribution / active EE | $1,191 | $4,896-75.7% | $3,786-68.5% | $4,876-75.6% |
| Participant deferral / active EE | $2,355 | $5,316-55.7% | $4,482-47.5% | $5,439-56.7% |
| Admin fee / account holder | $58,593 | $10,886+438.3% | $8,020+630.6% | $10,885+438.3% |