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 | $48,454 | $111,754-56.6% | $103,333-53.1% | $145,922-66.8% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 6.38% | 24.77%-18.4pp | 24.88%-18.5pp | 561.29%-554.9pp |
| Employer contribution / active EE | $2,537 | $4,212-39.8% | $3,868-34.4% | $4,660-45.5% |
| Participant deferral / active EE | $8,958 | $5,619+59.4% | $5,057+77.1% | $6,688+34.0% |
| Admin fee / account holder | $709 | $9,750-92.7% | $8,355-91.5% | $13,397-94.7% |