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 | $38,456 | $65,409-41.2% | $98,442-60.9% | $85,850-55.2% |
| Participation rate | 96.2% | 65.0%+31.2pp | 73.3%+22.8pp | 69.3%+26.8pp |
| Annual return | 9.34% | 21.76%-12.4pp | 1492.73%-1483.4pp | 318.53%-309.2pp |
| Employer contribution / active EE | $1,410 | $2,168-35.0% | $2,960-52.4% | $2,565-45.0% |
| Participant deferral / active EE | $2,795 | $3,166-11.7% | $4,276-34.6% | $3,952-29.3% |
| Admin fee / account holder | $23,811 | $4,593+418.5% | $5,949+300.2% | $6,260+280.4% |