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 | $29,212 | $105,998-72.4% | $92,233-68.3% | $147,584-80.2% |
| Participation rate | 86.7% | 80.4%+6.3pp | 76.5%+10.2pp | 82.8%+3.8pp |
| Annual return | 7.17% | 50.05%-42.9pp | 176.28%-169.1pp | 578.55%-571.4pp |
| Employer contribution / active EE | $1,733 | $4,333-60.0% | $3,679-52.9% | $4,876-64.5% |
| Participant deferral / active EE | $1,566 | $4,478-65.0% | $3,897-59.8% | $5,439-71.2% |
| Admin fee / account holder | $8,050 | $6,332+27.1% | $5,194+55.0% | $10,885-26.0% |