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 | $69,478 | $83,902-17.2% | $167,512-58.5% | $84,808-18.1% |
| Participation rate | 92.6% | 66.5%+26.1pp | 77.1%+15.5pp | 68.3%+24.3pp |
| Annual return | 12.85% | 91.55%-78.7pp | 1615.79%-1602.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $905 | $2,264-60.0% | $3,882-76.7% | $2,631-65.6% |
| Participant deferral / active EE | $1,575 | $4,442-64.5% | $6,405-75.4% | $4,212-62.6% |
| Admin fee / account holder | $1,079 | $7,915-86.4% | $9,769-89.0% | $7,344-85.3% |