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 | $46,157 | $88,751-48.0% | $81,812-43.6% | $145,922-68.4% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 8.86% | 1025.40%-1016.5pp | 773.79%-764.9pp | 561.29%-552.4pp |
| Employer contribution / active EE | $2,003 | $3,083-35.0% | $2,912-31.2% | $4,660-57.0% |
| Participant deferral / active EE | $2,129 | $4,643-54.2% | $4,319-50.7% | $6,688-68.2% |
| Admin fee / account holder | $1,869 | $8,415-77.8% | $7,386-74.7% | $13,397-86.1% |