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 | $36,654 | $58,208-37.0% | $81,812-55.2% | $80,856-54.7% |
| Participation rate | 78.9% | 63.4%+15.5pp | 72.3%+6.6pp | 67.6%+11.3pp |
| Annual return | 9.34% | 41.66%-32.3pp | 773.79%-764.5pp | 35.59%-26.3pp |
| Employer contribution / active EE | $1,168 | $2,340-50.1% | $2,912-59.9% | $2,755-57.6% |
| Participant deferral / active EE | $1,745 | $3,281-46.8% | $4,319-59.6% | $4,296-59.4% |
| Admin fee / account holder | $7,995 | $4,981+60.5% | $7,386+8.2% | $6,918+15.6% |