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 | $27,257 | $48,570-43.9% | $130,648-79.1% | $72,985-62.7% |
| Participation rate | 88.6% | 58.6%+30.1pp | 71.7%+16.9pp | 69.5%+19.2pp |
| Annual return | 16.40% | 38.63%-22.2pp | 1708.96%-1692.6pp | 81.00%-64.6pp |
| Employer contribution / active EE | $786 | $1,334-41.1% | $4,092-80.8% | $2,440-67.8% |
| Participant deferral / active EE | $2,401 | $2,384+0.7% | $3,603-33.4% | $3,607-33.5% |
| Admin fee / account holder | $8,104 | $3,549+128.3% | $5,464+48.3% | $5,124+58.1% |