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 | $42,576 | $217,402-80.4% | $185,823-77.1% | $167,490-74.6% |
| Participation rate | 73.3% | 86.0%-12.7pp | 81.7%-8.4pp | 82.1%-8.8pp |
| Annual return | 5.26% | 148.36%-143.1pp | 122.05%-116.8pp | 478.56%-473.3pp |
| Employer contribution / active EE | $2,306 | $5,873-60.7% | $5,167-55.4% | $4,837-52.3% |
| Participant deferral / active EE | $5,645 | $6,356-11.2% | $5,568+1.4% | $6,341-11.0% |
| Admin fee / account holder | $39,267 | $19,811+98.2% | $16,237+141.8% | $12,309+219.0% |