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 | $35,651 | $183,519-80.6% | $155,509-77.1% | $145,922-75.6% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.2pp | 80.3%+2.1pp |
| Annual return | 8.45% | 61.17%-52.7pp | 64.67%-56.2pp | 561.29%-552.8pp |
| Employer contribution / active EE | $1,189 | $5,313-77.6% | $4,672-74.5% | $4,660-74.5% |
| Participant deferral / active EE | $2,218 | $6,462-65.7% | $5,626-60.6% | $6,688-66.8% |
| Admin fee / account holder | $788 | $19,313-95.9% | $15,912-95.0% | $13,397-94.1% |