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 | $35,561 | $83,902-57.6% | $167,512-78.8% | $84,808-58.1% |
| Participation rate | 82.7% | 66.5%+16.2pp | 77.1%+5.6pp | 68.3%+14.4pp |
| Annual return | 7.66% | 91.55%-83.9pp | 1615.79%-1608.1pp | 40.90%-33.2pp |
| Employer contribution / active EE | $1,341 | $2,264-40.8% | $3,882-65.5% | $2,631-49.0% |
| Participant deferral / active EE | $2,582 | $4,442-41.9% | $6,405-59.7% | $4,212-38.7% |
| Admin fee / account holder | $8,078 | $7,915+2.1% | $9,769-17.3% | $7,344+10.0% |