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 | $40,381 | $91,190-55.7% | $178,490-77.4% | $79,858-49.4% |
| Participation rate | 78.8% | 69.2%+9.6pp | 81.9%-3.1pp | 69.6%+9.2pp |
| Annual return | 7.63% | 24.19%-16.6pp | 151.07%-143.4pp | 31.71%-24.1pp |
| Employer contribution / active EE | $2,650 | $3,256-18.6% | $5,011-47.1% | $2,471+7.2% |
| Participant deferral / active EE | $4,208 | $3,236+30.0% | $5,202-19.1% | $3,740+12.5% |
| Admin fee / account holder | $21,736 | $6,751+222.0% | $13,984+55.4% | $5,306+309.6% |