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 | $36,651 | $96,635-62.1% | $86,612-57.7% | $139,434-73.7% |
| Participation rate | 93.8% | 74.4%+19.3pp | 71.7%+22.1pp | 80.3%+13.4pp |
| Annual return | 8.78% | 106.41%-97.6pp | 591.07%-582.3pp | 372.94%-364.2pp |
| Employer contribution / active EE | $4,453 | $3,263+36.5% | $3,022+47.3% | $4,751-6.3% |
| Participant deferral / active EE | $6,292 | $4,836+30.1% | $4,438+41.8% | $6,710-6.2% |
| Admin fee / account holder | $678 | $6,408-89.4% | $5,614-87.9% | $11,403-94.1% |