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 | $37,955 | $54,705-30.6% | $71,209-46.7% | $84,808-55.2% |
| Participation rate | 88.0% | 64.1%+23.9pp | 73.8%+14.2pp | 68.3%+19.7pp |
| Annual return | 11.27% | 35.90%-24.6pp | 282.51%-271.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,776 | $2,158-17.7% | $2,721-34.7% | $2,631-32.5% |
| Participant deferral / active EE | $4,688 | $3,030+54.7% | $4,175+12.3% | $4,212+11.3% |
| Admin fee / account holder | $11,355 | $4,863+133.5% | $5,349+112.3% | $7,344+54.6% |