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 | $55,268 | $65,561-15.7% | $86,188-35.9% | $75,163-26.5% |
| Participation rate | 93.1% | 60.5%+32.6pp | 69.0%+24.1pp | 67.2%+25.9pp |
| Annual return | 12.11% | 46.05%-33.9pp | 1168.45%-1156.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $470 | $1,553-69.7% | $2,380-80.3% | $2,670-82.4% |
| Participant deferral / active EE | $5,786 | $3,024+91.4% | $3,985+45.2% | $4,125+40.3% |
| Admin fee / account holder | $5,116 | $5,474-6.5% | $6,852-25.3% | $5,651-9.5% |