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 | $25,887 | $74,888-65.4% | $71,209-63.6% | $142,382-81.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 7.22% | 345.14%-337.9pp | 282.51%-275.3pp | 217.08%-209.9pp |
| Employer contribution / active EE | $1,348 | $2,854-52.8% | $2,721-50.5% | $4,299-68.6% |
| Participant deferral / active EE | $4,377 | $4,454-1.7% | $4,175+4.8% | $6,507-32.7% |
| Admin fee / account holder | $128,804 | $5,568+2213.1% | $5,349+2308.1% | $12,624+920.3% |