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 | $42,369 | $100,041-57.6% | $149,718-71.7% | $70,131-39.6% |
| Participation rate | 88.7% | 83.6%+5.1pp | 87.1%+1.6pp | 69.5%+19.2pp |
| Annual return | 11.20% | 27.43%-16.2pp | 1501.63%-1490.4pp | 73.14%-61.9pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,378 | $4,983+7.9% | $6,569-18.1% | $3,332+61.4% |
| Admin fee / account holder | $4,697 | $8,286-43.3% | $11,283-58.4% | $4,645+1.1% |