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 | $41,684 | $96,635-56.9% | $86,612-51.9% | $139,434-70.1% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 9.00% | 106.41%-97.4pp | 591.07%-582.1pp | 372.94%-363.9pp |
| Employer contribution / active EE | $4,297 | $3,263+31.7% | $3,022+42.2% | $4,751-9.5% |
| Participant deferral / active EE | $5,281 | $4,836+9.2% | $4,438+19.0% | $6,710-21.3% |
| Admin fee / account holder | $28,112 | $6,408+338.7% | $5,614+400.7% | $11,403+146.5% |