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 | $77,118 | $102,317-24.6% | $146,958-47.5% | $80,856-4.6% |
| Participation rate | 76.5% | 75.8%+0.6pp | 82.2%-5.7pp | 67.6%+8.8pp |
| Annual return | 8.81% | 134.76%-126.0pp | 418.34%-409.5pp | 35.59%-26.8pp |
| Employer contribution / active EE | $2,200 | $3,713-40.7% | $4,933-55.4% | $2,755-20.1% |
| Participant deferral / active EE | $4,638 | $6,644-30.2% | $8,070-42.5% | $4,296+8.0% |
| Admin fee / account holder | $2,792 | $7,941-64.8% | $12,998-78.5% | $6,918-59.6% |