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 | $39,802 | $115,882-65.7% | $100,516-60.4% | $158,922-75.0% |
| Participation rate | 71.4% | 81.6%-10.1pp | 79.4%-8.0pp | 82.0%-10.5pp |
| Annual return | 2.94% | 34.79%-31.8pp | 30.89%-27.9pp | 302.83%-299.9pp |
| Employer contribution / active EE | $2,721 | $4,103-33.7% | $3,418-20.4% | $4,761-42.8% |
| Participant deferral / active EE | $8,376 | $6,674+25.5% | $6,270+33.6% | $5,982+40.0% |
| Admin fee / account holder | $37,576 | $10,995+241.7% | $8,081+365.0% | $11,246+234.1% |