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 | $59,100 | $117,841-49.8% | $102,423-42.3% | $145,922-59.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 4.76% | 31.65%-26.9pp | 29.32%-24.6pp | 561.29%-556.5pp |
| Employer contribution / active EE | $1,792 | $3,615-50.4% | $3,023-40.7% | $4,660-61.5% |
| Participant deferral / active EE | $4,672 | $5,731-18.5% | $5,053-7.5% | $6,688-30.1% |
| Admin fee / account holder | $5,780 | $13,326-56.6% | $9,451-38.8% | $13,397-56.9% |