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 | $35,973 | $53,127-32.3% | $86,590-58.5% | $70,131-48.7% |
| Participation rate | 78.6% | 65.3%+13.3pp | 73.5%+5.0pp | 69.5%+9.0pp |
| Annual return | 9.02% | 27.66%-18.6pp | 964.84%-955.8pp | 73.14%-64.1pp |
| Employer contribution / active EE | $2,662 | $2,068+28.7% | $2,839-6.2% | $2,342+13.7% |
| Participant deferral / active EE | $1,730 | $2,696-35.8% | $3,609-52.1% | $3,332-48.1% |
| Admin fee / account holder | $705 | $3,585-80.3% | $4,906-85.6% | $4,645-84.8% |