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 | $65,644 | $118,849-44.8% | $96,562-32.0% | $167,490-60.8% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 5.56% | 50.49%-44.9pp | 37.78%-32.2pp | 478.56%-473.0pp |
| Employer contribution / active EE | $2,210 | $3,120-29.2% | $2,356-6.2% | $4,837-54.3% |
| Participant deferral / active EE | $4,894 | $4,616+6.0% | $3,849+27.2% | $6,341-22.8% |
| Admin fee / account holder | $589 | $8,065-92.7% | $6,181-90.5% | $12,309-95.2% |