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 | $58,717 | $57,281+2.5% | $86,612-32.2% | $75,163-21.9% |
| Participation rate | 86.3% | 63.2%+23.1pp | 71.7%+14.6pp | 67.2%+19.1pp |
| Annual return | 11.87% | 2670.75%-2658.9pp | 591.07%-579.2pp | 160.62%-148.8pp |
| Employer contribution / active EE | $4,707 | $2,314+103.4% | $3,022+55.7% | $2,670+76.3% |
| Participant deferral / active EE | $3,328 | $3,318+0.3% | $4,438-25.0% | $4,125-19.3% |
| Admin fee / account holder | $10,363 | $4,112+152.0% | $5,614+84.6% | $5,651+83.4% |