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 | $56,958 | $63,346-10.1% | $92,233-38.2% | $70,131-18.8% |
| Participation rate | 97.2% | 68.7%+28.5pp | 76.5%+20.7pp | 69.5%+27.7pp |
| Annual return | 11.13% | 530.12%-519.0pp | 176.28%-165.1pp | 73.14%-62.0pp |
| Employer contribution / active EE | $2,434 | $2,471-1.5% | $3,679-33.8% | $2,342+3.9% |
| Participant deferral / active EE | $2,304 | $2,854-19.3% | $3,897-40.9% | $3,332-30.9% |
| Admin fee / account holder | $10,616 | $3,840+176.4% | $5,194+104.4% | $4,645+128.5% |