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 | $26,596 | $117,841-77.4% | $102,423-74.0% | $145,922-81.8% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 5.05% | 31.65%-26.6pp | 29.32%-24.3pp | 561.29%-556.2pp |
| Employer contribution / active EE | $2,003 | $3,615-44.6% | $3,023-33.7% | $4,660-57.0% |
| Participant deferral / active EE | $5,597 | $5,731-2.3% | $5,053+10.8% | $6,688-16.3% |
| Admin fee / account holder | $43,633 | $13,326+227.4% | $9,451+361.7% | $13,397+225.7% |