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 | $27,616 | $111,724-75.3% | $93,606-70.5% | $145,922-81.1% |
| Participation rate | 94.4% | 74.2%+20.2pp | 68.7%+25.7pp | 80.3%+14.2pp |
| Annual return | 6.39% | 202.98%-196.6pp | 133.20%-126.8pp | 561.29%-554.9pp |
| Employer contribution / active EE | $1,872 | $3,090-39.4% | $2,420-22.6% | $4,660-59.8% |
| Participant deferral / active EE | $5,681 | $4,912+15.7% | $4,411+28.8% | $6,688-15.1% |
| Admin fee / account holder | $16,017 | $10,250+56.3% | $8,285+93.3% | $13,397+19.6% |