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 | $27,632 | $133,922-79.4% | $116,228-76.2% | $142,382-80.6% |
| Participation rate | 95.8% | 77.9%+18.0pp | 74.6%+21.3pp | 80.1%+15.7pp |
| Annual return | 9.24% | 147.76%-138.5pp | 90.06%-80.8pp | 217.08%-207.8pp |
| Employer contribution / active EE | $1,610 | $3,446-53.3% | $2,994-46.2% | $4,299-62.6% |
| Participant deferral / active EE | $2,481 | $5,672-56.3% | $4,953-49.9% | $6,507-61.9% |
| Admin fee / account holder | $12,570 | $14,945-15.9% | $11,989+4.8% | $12,624-0.4% |