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 | $62,821 | $53,516+17.4% | $126,539-50.4% | $84,808-25.9% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 12.14% | 58.34%-46.2pp | 425.95%-413.8pp | 40.90%-28.8pp |
| Employer contribution / active EE | $2,151 | $1,535+40.1% | $3,674-41.5% | $2,631-18.3% |
| Participant deferral / active EE | $2,893 | $2,671+8.3% | $4,083-29.1% | $4,212-31.3% |
| Admin fee / account holder | $10,615 | $4,497+136.1% | $6,065+75.0% | $7,344+44.5% |