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 | $52,896 | $104,974-49.6% | $95,585-44.7% | $142,382-62.8% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 9.20% | 210.33%-201.1pp | 38.56%-29.4pp | 217.08%-207.9pp |
| Employer contribution / active EE | $13,039 | $2,779+369.3% | $2,527+416.1% | $4,299+203.3% |
| Participant deferral / active EE | $2,025 | $4,352-53.5% | $4,023-49.7% | $6,507-68.9% |
| Admin fee / account holder | $11,452 | $6,386+79.3% | $6,127+86.9% | $12,624-9.3% |