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 | $39,540 | $144,119-72.6% | $117,854-66.5% | $147,584-73.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 4.70% | 531.15%-526.4pp | 335.08%-330.4pp | 578.55%-573.8pp |
| Employer contribution / active EE | $1,426 | $4,896-70.9% | $3,786-62.3% | $4,876-70.8% |
| Participant deferral / active EE | $9,000 | $5,316+69.3% | $4,482+100.8% | $5,439+65.5% |
| Admin fee / account holder | $61,402 | $10,886+464.1% | $8,020+665.6% | $10,885+464.1% |