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 | $52,315 | $158,398-67.0% | $126,539-58.7% | $142,382-63.3% |
| Participation rate | 88.9% | 75.8%+13.1pp | 69.8%+19.1pp | 80.1%+8.8pp |
| Annual return | 2.68% | 593.76%-591.1pp | 425.95%-423.3pp | 217.08%-214.4pp |
| Employer contribution / active EE | $2,579 | $4,650-44.5% | $3,674-29.8% | $4,299-40.0% |
| Participant deferral / active EE | $13,142 | $4,767+175.7% | $4,083+221.9% | $6,507+102.0% |
| Admin fee / account holder | $35,574 | $6,918+414.2% | $6,065+486.6% | $12,624+181.8% |