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 | $37,679 | $30,400+23.9% | $53,898-30.1% | $84,808-55.6% |
| Participation rate | 72.5% | 46.4%+26.1pp | 55.0%+17.5pp | 68.3%+4.2pp |
| Annual return | 12.17% | 500.19%-488.0pp | 528.60%-516.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,942 | $603+222.2% | $932+108.3% | $2,631-26.2% |
| Participant deferral / active EE | $2,110 | $1,199+76.0% | $1,826+15.5% | $4,212-49.9% |
| Admin fee / account holder | $10,660 | $1,993+434.8% | $2,491+328.0% | $7,344+45.2% |