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 | $29,763 | $65,409-54.5% | $98,442-69.8% | $85,850-65.3% |
| Participation rate | 87.9% | 65.0%+22.9pp | 73.3%+14.5pp | 69.3%+18.6pp |
| Annual return | 11.51% | 21.76%-10.2pp | 1492.73%-1481.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $2,434 | $2,168+12.3% | $2,960-17.8% | $2,565-5.1% |
| Participant deferral / active EE | $1,131 | $3,166-64.3% | $4,276-73.6% | $3,952-71.4% |
| Admin fee / account holder | $4,249 | $4,593-7.5% | $5,949-28.6% | $6,260-32.1% |