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 8-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 | $53,886 | $70,756-23.8% | $65,493-17.7% | $142,382-62.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 9.21% | 1754.89%-1745.7pp | 982.45%-973.2pp | 217.08%-207.9pp |
| Employer contribution / active EE | $3,182 | $2,881+10.4% | $2,574+23.6% | $4,299-26.0% |
| Participant deferral / active EE | $1,625 | $4,637-65.0% | $3,961-59.0% | $6,507-75.0% |
| Admin fee / account holder | $7,220 | $6,559+10.1% | $5,028+43.6% | $12,624-42.8% |