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 | $33,825 | $88,751-61.9% | $81,812-58.7% | $145,922-76.8% |
| Participation rate | 70.8% | 75.0%-4.2pp | 72.3%-1.5pp | 80.3%-9.4pp |
| Annual return | 8.83% | 1025.40%-1016.6pp | 773.79%-765.0pp | 561.29%-552.5pp |
| Employer contribution / active EE | $1,320 | $3,083-57.2% | $2,912-54.7% | $4,660-71.7% |
| Participant deferral / active EE | $2,312 | $4,643-50.2% | $4,319-46.5% | $6,688-65.4% |
| Admin fee / account holder | $314 | $8,415-96.3% | $7,386-95.8% | $13,397-97.7% |