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 | $40,717 | $100,773-59.6% | $88,946-54.2% | $142,382-71.4% |
| Participation rate | 94.1% | 74.3%+19.8pp | 68.8%+25.3pp | 80.1%+14.0pp |
| Annual return | 5.66% | 70.18%-64.5pp | 57.82%-52.2pp | 217.08%-211.4pp |
| Employer contribution / active EE | $2,423 | $2,918-17.0% | $2,555-5.2% | $4,299-43.6% |
| Participant deferral / active EE | $4,230 | $5,230-19.1% | $4,581-7.7% | $6,507-35.0% |
| Admin fee / account holder | $42,625 | $9,693+339.7% | $8,261+416.0% | $12,624+237.7% |