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 | $42,899 | $29,660+44.6% | $56,411-24.0% | $80,856-46.9% |
| Participation rate | 93.8% | 41.6%+52.1pp | 52.5%+41.3pp | 67.6%+26.1pp |
| Annual return | 9.22% | 35.23%-26.0pp | 1701.33%-1692.1pp | 35.59%-26.4pp |
| Employer contribution / active EE | $4,082 | $669+509.9% | $1,039+293.0% | $2,755+48.2% |
| Participant deferral / active EE | $1,672 | $1,226+36.4% | $1,952-14.3% | $4,296-61.1% |
| Admin fee / account holder | $1,429 | $2,428-41.2% | $2,829-49.5% | $6,918-79.4% |