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 | $48,757 | $49,173-0.8% | $121,098-59.7% | $75,163-35.1% |
| Participation rate | 90.9% | 55.4%+35.5pp | 69.5%+21.4pp | 67.2%+23.7pp |
| Annual return | 1.15% | 55.99%-54.8pp | 985.75%-984.6pp | 160.62%-159.5pp |
| Employer contribution / active EE | $2,341 | $1,546+51.5% | $4,164-43.8% | $2,670-12.3% |
| Participant deferral / active EE | $4,798 | $2,628+82.6% | $4,080+17.6% | $4,125+16.3% |
| Admin fee / account holder | $499 | $3,942-87.3% | $5,644-91.2% | $5,651-91.2% |