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 | $53,601 | $102,966-47.9% | $90,281-40.6% | $152,861-64.9% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 4.84% | 95.16%-90.3pp | 78.10%-73.3pp | 345.32%-340.5pp |
| Employer contribution / active EE | $2,331 | $3,139-25.7% | $2,854-18.3% | $4,762-51.1% |
| Participant deferral / active EE | $1,051 | $4,281-75.5% | $3,885-73.0% | $5,850-82.0% |
| Admin fee / account holder | $9,492 | $6,171+53.8% | $5,351+77.4% | $11,596-18.1% |