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 | $27,599 | $118,849-76.8% | $96,562-71.4% | $167,490-83.5% |
| Participation rate | 78.3% | 75.5%+2.8pp | 69.8%+8.4pp | 82.1%-3.8pp |
| Annual return | 7.71% | 50.49%-42.8pp | 37.78%-30.1pp | 478.56%-470.8pp |
| Employer contribution / active EE | $1,640 | $3,120-47.4% | $2,356-30.4% | $4,837-66.1% |
| Participant deferral / active EE | $1,831 | $4,616-60.3% | $3,849-52.4% | $6,341-71.1% |
| Admin fee / account holder | $11,462 | $8,065+42.1% | $6,181+85.5% | $12,309-6.9% |