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 | $37,656 | $117,841-68.0% | $102,423-63.2% | $145,922-74.2% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 6.96% | 31.65%-24.7pp | 29.32%-22.4pp | 561.29%-554.3pp |
| Employer contribution / active EE | $1,712 | $3,615-52.6% | $3,023-43.4% | $4,660-63.3% |
| Participant deferral / active EE | $2,620 | $5,731-54.3% | $5,053-48.2% | $6,688-60.8% |
| Admin fee / account holder | $32,156 | $13,326+141.3% | $9,451+240.2% | $13,397+140.0% |