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 | $39,035 | $171,865-77.3% | $149,718-73.9% | $147,584-73.6% |
| Participation rate | 84.6% | 88.2%-3.6pp | 87.1%-2.5pp | 82.8%+1.8pp |
| Annual return | 6.56% | 2113.22%-2106.7pp | 1501.63%-1495.1pp | 578.55%-572.0pp |
| Employer contribution / active EE | $1,656 | $6,275-73.6% | $5,445-69.6% | $4,876-66.0% |
| Participant deferral / active EE | $2,570 | $7,271-64.7% | $6,569-60.9% | $5,439-52.7% |
| Admin fee / account holder | $10,926 | $13,799-20.8% | $11,283-3.2% | $10,885+0.4% |