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 | $56,531 | $112,881-49.9% | $90,951-37.8% | $158,922-64.4% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 3.14% | 215.79%-212.7pp | 134.60%-131.5pp | 302.83%-299.7pp |
| Employer contribution / active EE | $1,303 | $2,893-55.0% | $2,122-38.6% | $4,761-72.6% |
| Participant deferral / active EE | $1,882 | $4,128-54.4% | $3,373-44.2% | $5,982-68.5% |
| Admin fee / account holder | $353 | $8,041-95.6% | $5,959-94.1% | $11,246-96.9% |