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 | $70,166 | $63,346+10.8% | $92,233-23.9% | $70,1310% |
| Participation rate | 92.9% | 68.7%+24.2pp | 76.5%+16.4pp | 69.5%+23.3pp |
| Annual return | 11.05% | 530.12%-519.1pp | 176.28%-165.2pp | 73.14%-62.1pp |
| Employer contribution / active EE | $3,965 | $2,471+60.5% | $3,679+7.8% | $2,342+69.3% |
| Participant deferral / active EE | $3,230 | $2,854+13.2% | $3,897-17.1% | $3,332-3.1% |
| Admin fee / account holder | $20,414 | $3,840+431.6% | $5,194+293.1% | $4,645+339.4% |