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 | $55,315 | $210,648-73.7% | $177,989-68.9% | $145,922-62.1% |
| Participation rate | 87.0% | 80.8%+6.2pp | 77.1%+9.9pp | 80.3%+6.7pp |
| Annual return | 7.61% | 385.86%-378.3pp | 294.48%-286.9pp | 561.29%-553.7pp |
| Employer contribution / active EE | $2,050 | $4,565-55.1% | $3,949-48.1% | $4,660-56.0% |
| Participant deferral / active EE | $3,058 | $6,958-56.1% | $6,276-51.3% | $6,688-54.3% |
| Admin fee / account holder | $77,631 | $12,013+546.2% | $10,363+649.1% | $13,397+479.5% |