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 | $43,065 | $48,795-11.7% | $65,493-34.2% | $84,808-49.2% |
| Participation rate | 82.1% | 67.0%+15.1pp | 73.1%+9.0pp | 68.3%+13.7pp |
| Annual return | 11.40% | 20.20%-8.8pp | 982.45%-971.0pp | 40.90%-29.5pp |
| Employer contribution / active EE | $2,851 | $1,930+47.8% | $2,574+10.8% | $2,631+8.4% |
| Participant deferral / active EE | $4,802 | $2,928+64.0% | $3,961+21.2% | $4,212+14.0% |
| Admin fee / account holder | $3,163 | $3,877-18.4% | $5,028-37.1% | $7,344-56.9% |