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 | $53,858 | $57,281-6.0% | $86,612-37.8% | $75,163-28.3% |
| Participation rate | 87.5% | 63.2%+24.3pp | 71.7%+15.8pp | 67.2%+20.3pp |
| Annual return | 9.61% | 2670.75%-2661.1pp | 591.07%-581.5pp | 160.62%-151.0pp |
| Employer contribution / active EE | $6,292 | $2,314+171.8% | $3,022+108.2% | $2,670+135.7% |
| Participant deferral / active EE | $2,635 | $3,318-20.6% | $4,438-40.6% | $4,125-36.1% |
| Admin fee / account holder | $7,523 | $4,112+82.9% | $5,614+34.0% | $5,651+33.1% |