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 | $56,811 | $63,346-10.3% | $92,233-38.4% | $70,131-19.0% |
| Participation rate | 94.6% | 68.7%+25.9pp | 76.5%+18.1pp | 69.5%+25.1pp |
| Annual return | 10.59% | 530.12%-519.5pp | 176.28%-165.7pp | 73.14%-62.6pp |
| Employer contribution / active EE | $1,406 | $2,471-43.1% | $3,679-61.8% | $2,342-40.0% |
| Participant deferral / active EE | $2,329 | $2,854-18.4% | $3,897-40.2% | $3,332-30.1% |
| Admin fee / account holder | $1,630 | $3,840-57.5% | $5,194-68.6% | $4,645-64.9% |