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 5-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 | $49,068 | $150,187-67.3% | $120,354-59.2% | $145,922-66.4% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 6.52% | 154.07%-147.5pp | 107.15%-100.6pp | 561.29%-554.8pp |
| Employer contribution / active EE | $2,049 | $4,348-52.9% | $3,463-40.8% | $4,660-56.0% |
| Participant deferral / active EE | $3,582 | $6,173-42.0% | $4,991-28.2% | $6,688-46.4% |
| Admin fee / account holder | $26,991 | $12,207+121.1% | $9,423+186.4% | $13,397+101.5% |