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 | $12,112 | $90,348-86.6% | $75,972-84.1% | $145,922-91.7% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.1%+14.3pp | 80.3%+3.1pp |
| Annual return | 8.30% | 620.88%-612.6pp | 359.55%-351.2pp | 561.29%-553.0pp |
| Employer contribution / active EE | $4,451 | $3,311+34.4% | $2,685+65.8% | $4,660-4.5% |
| Participant deferral / active EE | $1,781 | $5,162-65.5% | $4,255-58.2% | $6,688-73.4% |
| Admin fee / account holder | $76,143 | $8,467+799.3% | $6,467+1077.5% | $13,397+468.4% |