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 5-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 | $24,200 | $74,888-67.7% | $71,209-66.0% | $142,382-83.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 10.02% | 345.14%-335.1pp | 282.51%-272.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $2,225 | $2,854-22.0% | $2,721-18.2% | $4,299-48.2% |
| Participant deferral / active EE | $3,928 | $4,454-11.8% | $4,175-5.9% | $6,507-39.6% |
| Admin fee / account holder | $26,111 | $5,568+368.9% | $5,349+388.2% | $12,624+106.8% |