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 | $65,814 | $30,400+116.5% | $53,898+22.1% | $84,808-22.4% |
| Participation rate | 76.5% | 46.4%+30.1pp | 55.0%+21.6pp | 68.3%+8.2pp |
| Annual return | 14.12% | 500.19%-486.1pp | 528.60%-514.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,012 | $603+67.9% | $932+8.6% | $2,631-61.5% |
| Participant deferral / active EE | $1,711 | $1,199+42.8% | $1,826-6.3% | $4,212-59.4% |
| Admin fee / account holder | $1,995 | $1,993+0.1% | $2,491-19.9% | $7,344-72.8% |