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 | $36,434 | $70,669-48.4% | $169,368-78.5% | $75,163-51.5% |
| Participation rate | 80.4% | 64.8%+15.6pp | 77.1%+3.2pp | 67.2%+13.2pp |
| Annual return | 13.13% | 36.36%-23.2pp | 405.60%-392.5pp | 160.62%-147.5pp |
| Employer contribution / active EE | $588 | $2,211-73.4% | $4,013-85.3% | $2,670-78.0% |
| Participant deferral / active EE | $3,521 | $4,311-18.3% | $6,221-43.4% | $4,125-14.7% |
| Admin fee / account holder | $9,539 | $5,402+76.6% | $9,003+5.9% | $5,651+68.8% |