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 | $31,591 | $117,841-73.2% | $102,423-69.2% | $145,922-78.4% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 6.36% | 31.65%-25.3pp | 29.32%-23.0pp | 561.29%-554.9pp |
| Employer contribution / active EE | $1,229 | $3,615-66.0% | $3,023-59.3% | $4,660-73.6% |
| Participant deferral / active EE | $3,032 | $5,731-47.1% | $5,053-40.0% | $6,688-54.7% |
| Admin fee / account holder | $10,846 | $13,326-18.6% | $9,451+14.8% | $13,397-19.0% |