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 | $32,064 | $124,281-74.2% | $109,143-70.6% | $167,490-80.9% |
| Participation rate | 94.1% | 79.4%+14.7pp | 75.9%+18.2pp | 82.1%+12.0pp |
| Annual return | 9.38% | 26.04%-16.7pp | 25.75%-16.4pp | 478.56%-469.2pp |
| Employer contribution / active EE | $1,638 | $4,207-61.1% | $3,722-56.0% | $4,837-66.1% |
| Participant deferral / active EE | $4,589 | $5,255-12.7% | $4,653-1.4% | $6,341-27.6% |
| Admin fee / account holder | $8,752 | $7,970+9.8% | $6,752+29.6% | $12,309-28.9% |