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 | $37,116 | $65,409-43.3% | $98,442-62.3% | $85,850-56.8% |
| Participation rate | 95.6% | 65.0%+30.6pp | 73.3%+22.2pp | 69.3%+26.2pp |
| Annual return | 10.10% | 21.76%-11.7pp | 1492.73%-1482.6pp | 318.53%-308.4pp |
| Employer contribution / active EE | $3,598 | $2,168+66.0% | $2,960+21.6% | $2,565+40.3% |
| Participant deferral / active EE | $2,197 | $3,166-30.6% | $4,276-48.6% | $3,952-44.4% |
| Admin fee / account holder | $6,637 | $4,593+44.5% | $5,949+11.6% | $6,260+6.0% |