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 | $26,278 | $95,416-72.5% | $185,823-85.9% | $85,850-69.4% |
| Participation rate | 90.6% | 68.8%+21.9pp | 81.7%+8.9pp | 69.3%+21.3pp |
| Annual return | 9.66% | 23.59%-13.9pp | 122.05%-112.4pp | 318.53%-308.9pp |
| Employer contribution / active EE | $1,019 | $3,314-69.3% | $5,167-80.3% | $2,565-60.3% |
| Participant deferral / active EE | $1,086 | $3,423-68.3% | $5,568-80.5% | $3,952-72.5% |
| Admin fee / account holder | $3,498 | $7,213-51.5% | $16,237-78.5% | $6,260-44.1% |