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 | $38,179 | $83,902-54.5% | $167,512-77.2% | $84,808-55.0% |
| Participation rate | 92.2% | 66.5%+25.7pp | 77.1%+15.1pp | 68.3%+23.8pp |
| Annual return | 11.91% | 91.55%-79.6pp | 1615.79%-1603.9pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,818 | $2,264+24.5% | $3,882-27.4% | $2,631+7.1% |
| Participant deferral / active EE | $3,313 | $4,442-25.4% | $6,405-48.3% | $4,212-21.3% |
| Admin fee / account holder | $2,694 | $7,915-66.0% | $9,769-72.4% | $7,344-63.3% |