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 | $38,587 | $30,400+26.9% | $53,898-28.4% | $84,808-54.5% |
| Participation rate | 96.9% | 46.4%+50.4pp | 55.0%+41.9pp | 68.3%+28.6pp |
| Annual return | 13.16% | 500.19%-487.0pp | 528.60%-515.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $3,911 | $603+548.9% | $932+319.6% | $2,631+48.7% |
| Participant deferral / active EE | $2,681 | $1,199+123.7% | $1,826+46.8% | $4,212-36.3% |
| Admin fee / account holder | $34,055 | $1,993+1608.5% | $2,491+1267.2% | $7,344+363.7% |