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 | $34,479 | $96,635-64.3% | $86,612-60.2% | $139,434-75.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 4.73% | 106.41%-101.7pp | 591.07%-586.3pp | 372.94%-368.2pp |
| Employer contribution / active EE | $2,283 | $3,263-30.0% | $3,022-24.5% | $4,751-51.9% |
| Participant deferral / active EE | $6,629 | $4,836+37.1% | $4,438+49.4% | $6,710-1.2% |
| Admin fee / account holder | $14,974 | $6,408+133.7% | $5,614+166.7% | $11,403+31.3% |