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 | $56,517 | $49,922+13.2% | $80,569-29.9% | $75,163-24.8% |
| Participation rate | 94.1% | 55.3%+38.8pp | 67.0%+27.1pp | 67.2%+26.9pp |
| Annual return | 12.61% | 34.69%-22.1pp | 935.43%-922.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $2,848 | $1,698+67.7% | $2,723+4.6% | $2,670+6.7% |
| Participant deferral / active EE | $4,693 | $2,990+56.9% | $4,447+5.5% | $4,125+13.8% |
| Admin fee / account holder | $6,492 | $3,577+81.5% | $5,377+20.7% | $5,651+14.9% |