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 | $43,885 | $65,561-33.1% | $86,188-49.1% | $75,163-41.6% |
| Participation rate | 81.0% | 60.5%+20.5pp | 69.0%+12.1pp | 67.2%+13.8pp |
| Annual return | 9.16% | 46.05%-36.9pp | 1168.45%-1159.3pp | 160.62%-151.5pp |
| Employer contribution / active EE | $2,036 | $1,553+31.2% | $2,380-14.4% | $2,670-23.7% |
| Participant deferral / active EE | $2,361 | $3,024-21.9% | $3,985-40.8% | $4,125-42.8% |
| Admin fee / account holder | $37,326 | $5,474+581.9% | $6,852+444.8% | $5,651+560.5% |