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 | $85,473 | $27,915+206.2% | $58,482+46.2% | $75,163+13.7% |
| Participation rate | 75.0% | 38.8%+36.2pp | 50.9%+24.1pp | 67.2%+7.8pp |
| Annual return | 12.13% | 44.20%-32.1pp | 4239.32%-4227.2pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,088 | $669+62.7% | $1,053+3.3% | $2,670-59.2% |
| Participant deferral / active EE | $2,022 | $1,201+68.3% | $1,924+5.1% | $4,125-51.0% |
| Admin fee / account holder | $6,892 | $1,726+299.4% | $2,516+173.9% | $5,651+22.0% |