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 | $56,227 | $65,561-14.2% | $86,188-34.8% | $75,163-25.2% |
| Participation rate | 89.3% | 60.5%+28.8pp | 69.0%+20.3pp | 67.2%+22.1pp |
| Annual return | 9.68% | 46.05%-36.4pp | 1168.45%-1158.8pp | 160.62%-150.9pp |
| Employer contribution / active EE | $1,067 | $1,553-31.3% | $2,380-55.2% | $2,670-60.0% |
| Participant deferral / active EE | $3,700 | $3,024+22.4% | $3,985-7.2% | $4,125-10.3% |
| Admin fee / account holder | $19,794 | $5,474+261.6% | $6,852+188.9% | $5,651+250.3% |