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 | $46,995 | $70,756-33.6% | $65,493-28.2% | $142,382-67.0% |
| Participation rate | 78.9% | 77.4%+1.6pp | 73.1%+5.9pp | 80.1%-1.2pp |
| Annual return | 4.70% | 1754.89%-1750.2pp | 982.45%-977.7pp | 217.08%-212.4pp |
| Employer contribution / active EE | $2,943 | $2,881+2.2% | $2,574+14.3% | $4,299-31.5% |
| Participant deferral / active EE | $3,212 | $4,637-30.7% | $3,961-18.9% | $6,507-50.6% |
| Admin fee / account holder | $9,159 | $6,559+39.6% | $5,028+82.2% | $12,624-27.4% |