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 | $33,747 | $105,181-67.9% | $159,436-78.8% | $85,850-60.7% |
| Participation rate | 93.9% | 75.8%+18.2pp | 82.8%+11.1pp | 69.3%+24.6pp |
| Annual return | 12.24% | 45.07%-32.8pp | 263.57%-251.3pp | 318.53%-306.3pp |
| Employer contribution / active EE | $4,114 | $3,318+24.0% | $4,829-14.8% | $2,565+60.4% |
| Participant deferral / active EE | $8,729 | $5,945+46.8% | $7,352+18.7% | $3,952+120.9% |
| Admin fee / account holder | $19,516 | $6,933+181.5% | $10,799+80.7% | $6,260+211.8% |