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 | $49,533 | $77,145-35.8% | $108,410-54.3% | $85,850-42.3% |
| Participation rate | 76.9% | 74.7%+2.3pp | 80.1%-3.2pp | 69.3%+7.6pp |
| Annual return | 11.30% | 44.54%-33.2pp | 905.27%-894.0pp | 318.53%-307.2pp |
| Employer contribution / active EE | $2,314 | $2,379-2.8% | $3,558-35.0% | $2,565-9.8% |
| Participant deferral / active EE | $4,542 | $5,566-18.4% | $6,563-30.8% | $3,952+14.9% |
| Admin fee / account holder | $72,922 | $5,172+1310.0% | $7,295+899.6% | $6,260+1064.9% |