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 | $39,138 | $124,281-68.5% | $109,143-64.1% | $167,490-76.6% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.9%-5.9pp | 82.1%-12.1pp |
| Annual return | 7.67% | 26.04%-18.4pp | 25.75%-18.1pp | 478.56%-470.9pp |
| Employer contribution / active EE | $1,534 | $4,207-63.5% | $3,722-58.8% | $4,837-68.3% |
| Participant deferral / active EE | $2,183 | $5,255-58.5% | $4,653-53.1% | $6,341-65.6% |
| Admin fee / account holder | $29,396 | $7,970+268.8% | $6,752+335.4% | $12,309+138.8% |