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 | $53,916 | $65,561-17.8% | $86,188-37.4% | $75,163-28.3% |
| Participation rate | 75.5% | 60.5%+15.0pp | 69.0%+6.6pp | 67.2%+8.3pp |
| Annual return | 11.59% | 46.05%-34.5pp | 1168.45%-1156.9pp | 160.62%-149.0pp |
| Employer contribution / active EE | $1,214 | $1,553-21.8% | $2,380-49.0% | $2,670-54.5% |
| Participant deferral / active EE | $2,502 | $3,024-17.3% | $3,985-37.2% | $4,125-39.3% |
| Admin fee / account holder | $11,685 | $5,474+113.5% | $6,852+70.5% | $5,651+106.8% |