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 | $33,476 | $74,888-55.3% | $71,209-53.0% | $142,382-76.5% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.1%-3.2pp |
| Annual return | 7.27% | 345.14%-337.9pp | 282.51%-275.2pp | 217.08%-209.8pp |
| Employer contribution / active EE | $2,303 | $2,854-19.3% | $2,721-15.4% | $4,299-46.4% |
| Participant deferral / active EE | $5,029 | $4,454+12.9% | $4,175+20.4% | $6,507-22.7% |
| Admin fee / account holder | $40,640 | $5,568+629.8% | $5,349+659.8% | $12,624+221.9% |