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 | $31,273 | $105,998-70.5% | $92,233-66.1% | $147,584-78.8% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 9.55% | 50.05%-40.5pp | 176.28%-166.7pp | 578.55%-569.0pp |
| Employer contribution / active EE | $1,672 | $4,333-61.4% | $3,679-54.6% | $4,876-65.7% |
| Participant deferral / active EE | $5,312 | $4,478+18.6% | $3,897+36.3% | $5,439-2.3% |
| Admin fee / account holder | $1,724 | $6,332-72.8% | $5,194-66.8% | $10,885-84.2% |