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 | $41,687 | $74,888-44.3% | $71,209-41.5% | $142,382-70.7% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 12.63% | 345.14%-332.5pp | 282.51%-269.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $6,458 | $2,854+126.3% | $2,721+137.4% | $4,299+50.2% |
| Participant deferral / active EE | $2,886 | $4,454-35.2% | $4,175-30.9% | $6,507-55.6% |
| Admin fee / account holder | $20,652 | $5,568+270.9% | $5,349+286.1% | $12,624+63.6% |