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 | $52,759 | $65,409-19.3% | $98,442-46.4% | $85,850-38.5% |
| Participation rate | 96.9% | 65.0%+31.9pp | 73.3%+23.5pp | 69.3%+27.6pp |
| Annual return | 9.15% | 21.76%-12.6pp | 1492.73%-1483.6pp | 318.53%-309.4pp |
| Employer contribution / active EE | $2,710 | $2,168+25.0% | $2,960-8.4% | $2,565+5.6% |
| Participant deferral / active EE | $2,568 | $3,166-18.9% | $4,276-39.9% | $3,952-35.0% |
| Admin fee / account holder | $20,514 | $4,593+346.7% | $5,949+244.8% | $6,260+227.7% |