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 | $42,587 | $114,047-62.7% | $96,139-55.7% | $167,490-74.6% |
| Participation rate | 88.9% | 75.1%+13.8pp | 68.4%+20.4pp | 82.1%+6.8pp |
| Annual return | 2.04% | 189.88%-187.8pp | 191.94%-189.9pp | 478.56%-476.5pp |
| Employer contribution / active EE | $3,711 | $3,427+8.3% | $2,797+32.7% | $4,837-23.3% |
| Participant deferral / active EE | $5,567 | $5,194+7.2% | $4,349+28.0% | $6,341-12.2% |
| Admin fee / account holder | $5,628 | $6,897-18.4% | $5,537+1.7% | $12,309-54.3% |