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 | $31,459 | $60,124-47.7% | $90,404-65.2% | $79,858-60.6% |
| Participation rate | 76.6% | 65.0%+11.6pp | 72.7%+3.9pp | 69.6%+7.0pp |
| Annual return | 9.45% | 71.94%-62.5pp | 1293.02%-1283.6pp | 31.71%-22.3pp |
| Employer contribution / active EE | $957 | $2,068-53.7% | $3,262-70.7% | $2,471-61.3% |
| Participant deferral / active EE | $1,473 | $2,938-49.9% | $3,963-62.8% | $3,740-60.6% |
| Admin fee / account holder | $746 | $3,976-81.2% | $5,611-86.7% | $5,306-85.9% |