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 | $59,762 | $88,751-32.7% | $81,812-27.0% | $145,922-59.0% |
| Participation rate | 95.2% | 75.0%+20.2pp | 72.3%+22.9pp | 80.3%+15.0pp |
| Annual return | 8.96% | 1025.40%-1016.4pp | 773.79%-764.8pp | 561.29%-552.3pp |
| Employer contribution / active EE | $2,887 | $3,083-6.4% | $2,912-0.9% | $4,660-38.0% |
| Participant deferral / active EE | $1,780 | $4,643-61.7% | $4,319-58.8% | $6,688-73.4% |
| Admin fee / account holder | $4,042 | $8,415-52.0% | $7,386-45.3% | $13,397-69.8% |