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 | $28,624 | $54,705-47.7% | $71,209-59.8% | $84,808-66.2% |
| Participation rate | 86.4% | 64.1%+22.3pp | 73.8%+12.6pp | 68.3%+18.1pp |
| Annual return | 12.97% | 35.90%-22.9pp | 282.51%-269.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,525 | $2,158-29.3% | $2,721-43.9% | $2,631-42.0% |
| Participant deferral / active EE | $1,611 | $3,030-46.8% | $4,175-61.4% | $4,212-61.8% |
| Admin fee / account holder | $12,586 | $4,863+158.8% | $5,349+135.3% | $7,344+71.4% |