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 | $41,542 | $60,124-30.9% | $90,404-54.0% | $79,858-48.0% |
| Participation rate | 94.9% | 65.0%+29.9pp | 72.7%+22.2pp | 69.6%+25.2pp |
| Annual return | 4.77% | 71.94%-67.2pp | 1293.02%-1288.2pp | 31.71%-26.9pp |
| Employer contribution / active EE | $5,042 | $2,068+143.8% | $3,262+54.6% | $2,471+104.1% |
| Participant deferral / active EE | $1,498 | $2,938-49.0% | $3,963-62.2% | $3,740-60.0% |
| Admin fee / account holder | $6,724 | $3,976+69.1% | $5,611+19.8% | $5,306+26.7% |