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 | $37,671 | $74,888-49.7% | $71,209-47.1% | $142,382-73.5% |
| Participation rate | 95.8% | 76.2%+19.6pp | 73.8%+22.1pp | 80.1%+15.7pp |
| Annual return | 9.55% | 345.14%-335.6pp | 282.51%-273.0pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,765 | $2,854-38.2% | $2,721-35.1% | $4,299-58.9% |
| Participant deferral / active EE | $2,163 | $4,454-51.4% | $4,175-48.2% | $6,507-66.8% |
| Admin fee / account holder | $13,874 | $5,568+149.2% | $5,349+159.4% | $12,624+9.9% |