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 | $46,892 | $63,346-26.0% | $92,233-49.2% | $70,131-33.1% |
| Participation rate | 86.5% | 68.7%+17.8pp | 76.5%+10.0pp | 69.5%+16.9pp |
| Annual return | 8.38% | 530.12%-521.7pp | 176.28%-167.9pp | 73.14%-64.8pp |
| Employer contribution / active EE | $709 | $2,471-71.3% | $3,679-80.7% | $2,342-69.7% |
| Participant deferral / active EE | $3,424 | $2,854+20.0% | $3,897-12.1% | $3,332+2.8% |
| Admin fee / account holder | $1,598 | $3,840-58.4% | $5,194-69.2% | $4,645-65.6% |