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 | $40,980 | $48,795-16.0% | $65,493-37.4% | $84,808-51.7% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 9.21% | 20.20%-11.0pp | 982.45%-973.2pp | 40.90%-31.7pp |
| Employer contribution / active EE | $1,431 | $1,930-25.8% | $2,574-44.4% | $2,631-45.6% |
| Participant deferral / active EE | $6,353 | $2,928+117.0% | $3,961+60.4% | $4,212+50.9% |
| Admin fee / account holder | $10,539 | $3,877+171.8% | $5,028+109.6% | $7,344+43.5% |