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 | $28,535 | $58,208-51.0% | $81,812-65.1% | $80,856-64.7% |
| Participation rate | 96.4% | 63.4%+32.9pp | 72.3%+24.0pp | 67.6%+28.7pp |
| Annual return | 10.75% | 41.66%-30.9pp | 773.79%-763.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,256 | $2,340+39.1% | $2,912+11.8% | $2,755+18.2% |
| Participant deferral / active EE | $1,770 | $3,281-46.0% | $4,319-59.0% | $4,296-58.8% |
| Admin fee / account holder | $3,686 | $4,981-26.0% | $7,386-50.1% | $6,918-46.7% |