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 | $47,575 | $72,400-34.3% | $67,502-29.5% | $145,922-67.4% |
| Participation rate | 90.0% | 76.9%+13.1pp | 72.9%+17.1pp | 80.3%+9.7pp |
| Annual return | 9.20% | 7182.46%-7173.3pp | 3512.12%-3502.9pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,357 | $3,069-55.8% | $2,731-50.3% | $4,660-70.9% |
| Participant deferral / active EE | $2,028 | $4,783-57.6% | $4,000-49.3% | $6,688-69.7% |
| Admin fee / account holder | $27,842 | $5,539+402.7% | $3,998+596.5% | $13,397+107.8% |