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 5-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 | $39,345 | $114,381-65.6% | $107,525-63.4% | $142,382-72.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 9.92% | 242.71%-232.8pp | 181.32%-171.4pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,567 | $4,015-36.1% | $3,754-31.6% | $4,299-40.3% |
| Participant deferral / active EE | $5,678 | $5,564+2.1% | $5,116+11.0% | $6,507-12.7% |
| Admin fee / account holder | $3,806 | $9,860-61.4% | $8,919-57.3% | $12,624-69.9% |