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 | $57,163 | $53,516+6.8% | $126,539-54.8% | $84,808-32.6% |
| Participation rate | 82.8% | 58.2%+24.6pp | 69.8%+13.0pp | 68.3%+14.5pp |
| Annual return | 12.46% | 58.34%-45.9pp | 425.95%-413.5pp | 40.90%-28.4pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,239 | $2,671+96.2% | $4,083+28.3% | $4,212+24.4% |
| Admin fee / account holder | $2,384 | $4,497-47.0% | $6,065-60.7% | $7,344-67.5% |