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 | $73,540 | $70,606+4.2% | $53,898+36.4% | $142,382-48.4% |
| Participation rate | 71.4% | 63.7%+7.7pp | 55.0%+16.5pp | 80.1%-8.7pp |
| Annual return | 3.03% | 619.81%-616.8pp | 528.60%-525.6pp | 217.08%-214.0pp |
| Employer contribution / active EE | $1,155 | $1,202-3.9% | $932+24.0% | $4,299-73.1% |
| Participant deferral / active EE | $1,475 | $2,364-37.6% | $1,826-19.2% | $6,507-77.3% |
| Admin fee / account holder | $470 | $2,852-83.5% | $2,491-81.1% | $12,624-96.3% |