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 | $62,237 | $53,516+16.3% | $126,539-50.8% | $84,808-26.6% |
| Participation rate | 91.7% | 58.2%+33.4pp | 69.8%+21.8pp | 68.3%+23.4pp |
| Annual return | 11.19% | 58.34%-47.2pp | 425.95%-414.8pp | 40.90%-29.7pp |
| Employer contribution / active EE | $4,088 | $1,535+166.4% | $3,674+11.3% | $2,631+55.4% |
| Participant deferral / active EE | $4,302 | $2,671+61.1% | $4,083+5.4% | $4,212+2.1% |
| Admin fee / account holder | $2,928 | $4,497-34.9% | $6,065-51.7% | $7,344-60.1% |