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 | $30,754 | $103,376-70.3% | $87,100-64.7% | $152,861-79.9% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | 5.94% | 28.10%-22.2pp | 28.19%-22.2pp | 345.32%-339.4pp |
| Employer contribution / active EE | $5,157 | $3,220+60.1% | $2,521+104.5% | $4,762+8.3% |
| Participant deferral / active EE | $5,573 | $4,778+16.6% | $4,049+37.6% | $5,850-4.7% |
| Admin fee / account holder | $2,025 | $12,205-83.4% | $7,497-73.0% | $11,596-82.5% |