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 | $33,355 | $105,181-68.3% | $159,436-79.1% | $85,850-61.1% |
| Participation rate | 83.9% | 75.8%+8.1pp | 82.8%+1.0pp | 69.3%+14.6pp |
| Annual return | 10.74% | 45.07%-34.3pp | 263.57%-252.8pp | 318.53%-307.8pp |
| Employer contribution / active EE | $2,701 | $3,318-18.6% | $4,829-44.1% | $2,565+5.3% |
| Participant deferral / active EE | $3,361 | $5,945-43.5% | $7,352-54.3% | $3,952-14.9% |
| Admin fee / account holder | $691 | $6,933-90.0% | $10,799-93.6% | $6,260-89.0% |