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 | $23,067 | $84,233-72.6% | $170,442-86.5% | $70,131-67.1% |
| Participation rate | 78.9% | 70.8%+8.1pp | 83.6%-4.7pp | 69.5%+9.4pp |
| Annual return | 10.63% | 23.06%-12.4pp | 205.93%-195.3pp | 73.14%-62.5pp |
| Employer contribution / active EE | $1,469 | $3,387-56.6% | $5,433-73.0% | $2,342-37.3% |
| Participant deferral / active EE | $3,205 | $3,086+3.9% | $4,939-35.1% | $3,332-3.8% |
| Admin fee / account holder | $1,052 | $5,698-81.5% | $13,880-92.4% | $4,645-77.4% |