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 | $30,767 | $175,202-82.4% | $149,673-79.4% | $139,434-77.9% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 4.08% | 166.71%-162.6pp | 134.42%-130.3pp | 372.94%-368.9pp |
| Employer contribution / active EE | $1,764 | $5,474-67.8% | $4,818-63.4% | $4,751-62.9% |
| Participant deferral / active EE | $2,967 | $6,519-54.5% | $5,680-47.8% | $6,710-55.8% |
| Admin fee / account holder | $937 | $16,150-94.2% | $13,210-92.9% | $11,403-91.8% |