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 | $39,440 | $104,974-62.4% | $95,585-58.7% | $142,382-72.3% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 7.09% | 210.33%-203.2pp | 38.56%-31.5pp | 217.08%-210.0pp |
| Employer contribution / active EE | $2,499 | $2,779-10.1% | $2,527-1.1% | $4,299-41.9% |
| Participant deferral / active EE | $3,262 | $4,352-25.1% | $4,023-18.9% | $6,507-49.9% |
| Admin fee / account holder | $24,546 | $6,386+284.4% | $6,127+300.6% | $12,624+94.4% |