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 9-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 | $51,304 | $85,766-40.2% | $136,294-62.4% | $70,131-26.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 11.69% | 31.45%-19.8pp | 5155.94%-5144.2pp | 73.14%-61.4pp |
| Employer contribution / active EE | $2,343 | $2,966-21.0% | $4,695-50.1% | $2,3420% |
| Participant deferral / active EE | $5,862 | $5,051+16.0% | $6,247-6.2% | $3,332+75.9% |
| Admin fee / account holder | $12,319 | $5,420+127.3% | $9,243+33.3% | $4,645+165.2% |