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 | $33,820 | $102,966-67.2% | $90,281-62.5% | $152,861-77.9% |
| Participation rate | 92.9% | 75.9%+17.0pp | 73.3%+19.6pp | 82.4%+10.4pp |
| Annual return | 6.60% | 95.16%-88.6pp | 78.10%-71.5pp | 345.32%-338.7pp |
| Employer contribution / active EE | $1,901 | $3,139-39.4% | $2,854-33.4% | $4,762-60.1% |
| Participant deferral / active EE | $3,952 | $4,281-7.7% | $3,885+1.7% | $5,850-32.4% |
| Admin fee / account holder | $5,817 | $6,171-5.7% | $5,351+8.7% | $11,596-49.8% |