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 | $33,613 | $109,327-69.3% | $89,391-62.4% | $158,922-78.8% |
| Participation rate | 86.7% | 74.3%+12.4pp | 68.0%+18.7pp | 82.0%+4.7pp |
| Annual return | 4.20% | 345.68%-341.5pp | 245.62%-241.4pp | 302.83%-298.6pp |
| Employer contribution / active EE | $1,822 | $3,170-42.5% | $2,586-29.5% | $4,761-61.7% |
| Participant deferral / active EE | $5,526 | $4,598+20.2% | $3,890+42.1% | $5,982-7.6% |
| Admin fee / account holder | $16,721 | $6,153+171.8% | $4,881+242.5% | $11,246+48.7% |