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 | $39,222 | $133,922-70.7% | $116,228-66.3% | $142,382-72.5% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.6%+17.1pp | 80.1%+11.5pp |
| Annual return | 7.41% | 147.76%-140.4pp | 90.06%-82.7pp | 217.08%-209.7pp |
| Employer contribution / active EE | $2,936 | $3,446-14.8% | $2,994-1.9% | $4,299-31.7% |
| Participant deferral / active EE | $7,153 | $5,672+26.1% | $4,953+44.4% | $6,507+9.9% |
| Admin fee / account holder | $30,396 | $14,945+103.4% | $11,989+153.5% | $12,624+140.8% |