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 | $45,775 | $58,927-22.3% | $76,817-40.4% | $72,985-37.3% |
| Participation rate | 81.5% | 67.3%+14.2pp | 72.1%+9.5pp | 69.5%+12.1pp |
| Annual return | 15.39% | 2305.64%-2290.3pp | 1166.11%-1150.7pp | 81.00%-65.6pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,578 | $2,690+70.2% | $3,336+37.2% | $3,607+26.9% |
| Admin fee / account holder | $4,428 | $4,013+10.3% | $6,420-31.0% | $5,124-13.6% |