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 | $22,518 | $177,572-87.3% | $154,803-85.5% | $142,382-84.2% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 4.32% | 65.07%-60.7pp | 58.88%-54.6pp | 217.08%-212.8pp |
| Employer contribution / active EE | $8,762 | $4,810+82.2% | $4,305+103.5% | $4,299+103.8% |
| Participant deferral / active EE | $4,724 | $6,272-24.7% | $5,540-14.7% | $6,507-27.4% |
| Admin fee / account holder | $62,924 | $16,786+274.9% | $14,329+339.1% | $12,624+398.5% |