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 | $72,426 | $85,202-15.0% | $172,739-58.1% | $72,985-0.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 13.97% | 27.32%-13.3pp | 802.84%-788.9pp | 81.00%-67.0pp |
| Employer contribution / active EE | $1,728 | $3,324-48.0% | $5,143-66.4% | $2,440-29.2% |
| Participant deferral / active EE | $5,110 | $3,260+56.7% | $5,198-1.7% | $3,607+41.7% |
| Admin fee / account holder | $1,074 | $5,884-81.7% | $13,954-92.3% | $5,124-79.0% |