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 | $32,363 | $53,127-39.1% | $86,590-62.6% | $70,131-53.9% |
| Participation rate | 97.4% | 65.3%+32.1pp | 73.5%+23.8pp | 69.5%+27.8pp |
| Annual return | 10.73% | 27.66%-16.9pp | 964.84%-954.1pp | 73.14%-62.4pp |
| Employer contribution / active EE | $2,128 | $2,068+2.9% | $2,839-25.1% | $2,342-9.2% |
| Participant deferral / active EE | $2,218 | $2,696-17.7% | $3,609-38.5% | $3,332-33.4% |
| Admin fee / account holder | $9,320 | $3,585+159.9% | $4,906+90.0% | $4,645+100.6% |