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 9-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 | $31,768 | $99,877-68.2% | $84,966-62.6% | $145,922-78.2% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 7.68% | 83.76%-76.1pp | 66.38%-58.7pp | 561.29%-553.6pp |
| Employer contribution / active EE | $3,063 | $3,231-5.2% | $2,727+12.3% | $4,660-34.3% |
| Participant deferral / active EE | $10,628 | $5,291+100.9% | $4,519+135.2% | $6,688+58.9% |
| Admin fee / account holder | $6,673 | $7,248-7.9% | $6,149+8.5% | $13,397-50.2% |