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 | $39,911 | $159,602-75.0% | $150,045-73.4% | $142,382-72.0% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 11.76% | 70.24%-58.5pp | 62.55%-50.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,603 | $4,961-47.5% | $4,693-44.5% | $4,299-39.4% |
| Participant deferral / active EE | $5,286 | $8,310-36.4% | $7,997-33.9% | $6,507-18.8% |
| Admin fee / account holder | $31,823 | $14,846+114.4% | $13,435+136.9% | $12,624+152.1% |