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 | $37,624 | $105,181-64.2% | $159,436-76.4% | $85,850-56.2% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.8%+13.3pp | 69.3%+26.8pp |
| Annual return | 12.03% | 45.07%-33.0pp | 263.57%-251.5pp | 318.53%-306.5pp |
| Employer contribution / active EE | $2,387 | $3,318-28.1% | $4,829-50.6% | $2,565-6.9% |
| Participant deferral / active EE | $4,773 | $5,945-19.7% | $7,352-35.1% | $3,952+20.8% |
| Admin fee / account holder | $34,746 | $6,933+401.1% | $10,799+221.8% | $6,260+455.1% |