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 | $41,928 | $58,208-28.0% | $81,812-48.8% | $80,856-48.1% |
| Participation rate | 71.9% | 63.4%+8.5pp | 72.3%-0.4pp | 67.6%+4.3pp |
| Annual return | 10.78% | 41.66%-30.9pp | 773.79%-763.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,831 | $2,340-21.8% | $2,912-37.1% | $2,755-33.5% |
| Participant deferral / active EE | $1,894 | $3,281-42.3% | $4,319-56.1% | $4,296-55.9% |
| Admin fee / account holder | $2,389 | $4,981-52.0% | $7,386-67.7% | $6,918-65.5% |