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 | $44,962 | $65,561-31.4% | $86,188-47.8% | $75,163-40.2% |
| Participation rate | 73.1% | 60.5%+12.6pp | 69.0%+4.1pp | 67.2%+5.9pp |
| Annual return | 8.24% | 46.05%-37.8pp | 1168.45%-1160.2pp | 160.62%-152.4pp |
| Employer contribution / active EE | $456 | $1,553-70.7% | $2,380-80.9% | $2,670-82.9% |
| Participant deferral / active EE | $4,983 | $3,024+64.8% | $3,985+25.0% | $4,125+20.8% |
| Admin fee / account holder | $13,224 | $5,474+141.6% | $6,852+93.0% | $5,651+134.0% |