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 | $66,831 | $48,570+37.6% | $130,648-48.8% | $72,985-8.4% |
| Participation rate | 74.1% | 58.6%+15.5pp | 71.7%+2.3pp | 69.5%+4.6pp |
| Annual return | -1.25% | 38.63%-39.9pp | 1708.96%-1710.2pp | 81.00%-82.2pp |
| Employer contribution / active EE | $549 | $1,334-58.8% | $4,092-86.6% | $2,440-77.5% |
| Participant deferral / active EE | $3,503 | $2,384+47.0% | $3,603-2.8% | $3,607-2.9% |
| Admin fee / account holder | $21,251 | $3,549+498.8% | $5,464+288.9% | $5,124+314.7% |