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 | $78,538 | $65,561+19.8% | $86,188-8.9% | $75,163+4.5% |
| Participation rate | 78.4% | 60.5%+17.9pp | 69.0%+9.4pp | 67.2%+11.2pp |
| Annual return | 3.88% | 46.05%-42.2pp | 1168.45%-1164.6pp | 160.62%-156.7pp |
| Employer contribution / active EE | $1,324 | $1,553-14.7% | $2,380-44.4% | $2,670-50.4% |
| Participant deferral / active EE | $4,493 | $3,024+48.6% | $3,985+12.7% | $4,125+8.9% |
| Admin fee / account holder | $470 | $5,474-91.4% | $6,852-93.1% | $5,651-91.7% |