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 | $37,096 | $53,516-30.7% | $126,539-70.7% | $84,808-56.3% |
| Participation rate | 93.9% | 58.2%+35.7pp | 69.8%+24.1pp | 68.3%+25.6pp |
| Annual return | 12.05% | 58.34%-46.3pp | 425.95%-413.9pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,784 | $1,535+16.2% | $3,674-51.4% | $2,631-32.2% |
| Participant deferral / active EE | $2,160 | $2,671-19.1% | $4,083-47.1% | $4,212-48.7% |
| Admin fee / account holder | $1,882 | $4,497-58.1% | $6,065-69.0% | $7,344-74.4% |