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 | $31,424 | $48,795-35.6% | $65,493-52.0% | $84,808-62.9% |
| Participation rate | 95.7% | 67.0%+28.8pp | 73.1%+22.7pp | 68.3%+27.4pp |
| Annual return | 5.90% | 20.20%-14.3pp | 982.45%-976.5pp | 40.90%-35.0pp |
| Employer contribution / active EE | $735 | $1,930-61.9% | $2,574-71.5% | $2,631-72.1% |
| Participant deferral / active EE | $1,616 | $2,928-44.8% | $3,961-59.2% | $4,212-61.6% |
| Admin fee / account holder | $17,204 | $3,877+343.7% | $5,028+242.1% | $7,344+134.3% |