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 | $32,645 | $85,202-61.7% | $172,739-81.1% | $72,985-55.3% |
| Participation rate | 74.5% | 70.1%+4.4pp | 82.6%-8.1pp | 69.5%+5.0pp |
| Annual return | 13.09% | 27.32%-14.2pp | 802.84%-789.8pp | 81.00%-67.9pp |
| Employer contribution / active EE | $1,349 | $3,324-59.4% | $5,143-73.8% | $2,440-44.7% |
| Participant deferral / active EE | $1,696 | $3,260-48.0% | $5,198-67.4% | $3,607-53.0% |
| Admin fee / account holder | $1,513 | $5,884-74.3% | $13,954-89.2% | $5,124-70.5% |