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 | $51,069 | $95,416-46.5% | $185,823-72.5% | $85,850-40.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.04% | 23.59%-12.5pp | 122.05%-111.0pp | 318.53%-307.5pp |
| Employer contribution / active EE | $1,934 | $3,314-41.6% | $5,167-62.6% | $2,565-24.6% |
| Participant deferral / active EE | $1,688 | $3,423-50.7% | $5,568-69.7% | $3,952-57.3% |
| Admin fee / account holder | $7,444 | $7,213+3.2% | $16,237-54.2% | $6,260+18.9% |