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 | $25,513 | $74,888-65.9% | $71,209-64.2% | $142,382-82.1% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.1%+15.1pp |
| Annual return | 9.90% | 345.14%-335.2pp | 282.51%-272.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $3,581 | $2,854+25.5% | $2,721+31.6% | $4,299-16.7% |
| Participant deferral / active EE | $1,573 | $4,454-64.7% | $4,175-62.3% | $6,507-75.8% |
| Admin fee / account holder | $1,386 | $5,568-75.1% | $5,349-74.1% | $12,624-89.0% |