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 | $33,188 | $177,572-81.3% | $154,803-78.6% | $142,382-76.7% |
| Participation rate | 95.0% | 82.1%+12.9pp | 78.1%+16.9pp | 80.1%+14.9pp |
| Annual return | 7.56% | 65.07%-57.5pp | 58.88%-51.3pp | 217.08%-209.5pp |
| Employer contribution / active EE | $2,053 | $4,810-57.3% | $4,305-52.3% | $4,299-52.2% |
| Participant deferral / active EE | $4,835 | $6,272-22.9% | $5,540-12.7% | $6,507-25.7% |
| Admin fee / account holder | $54,696 | $16,786+225.8% | $14,329+281.7% | $12,624+333.3% |