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 | $52,484 | $99,652-47.3% | $78,778-33.4% | $147,584-64.4% |
| Participation rate | 91.7% | 76.2%+15.4pp | 69.2%+22.5pp | 82.8%+8.8pp |
| Annual return | 7.07% | 47.28%-40.2pp | 35.62%-28.5pp | 578.55%-571.5pp |
| Employer contribution / active EE | $1,789 | $2,796-36.0% | $1,986-9.9% | $4,876-63.3% |
| Participant deferral / active EE | $3,347 | $3,664-8.6% | $2,958+13.1% | $5,439-38.5% |
| Admin fee / account holder | $72,601 | $7,155+914.6% | $5,134+1314.2% | $10,885+567.0% |