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 | $31,706 | $165,984-80.9% | $164,813-80.8% | $145,922-78.3% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 4.13% | 100.03%-95.9pp | 69.93%-65.8pp | 561.29%-557.2pp |
| Employer contribution / active EE | $1,757 | $5,273-66.7% | $4,341-59.5% | $4,660-62.3% |
| Participant deferral / active EE | $2,515 | $6,959-63.9% | $6,031-58.3% | $6,688-62.4% |
| Admin fee / account holder | $124,175 | $16,648+645.9% | $12,690+878.5% | $13,397+826.9% |