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 | $46,739 | $105,181-55.6% | $159,436-70.7% | $85,850-45.6% |
| Participation rate | 77.1% | 75.8%+1.3pp | 82.8%-5.7pp | 69.3%+7.8pp |
| Annual return | 12.42% | 45.07%-32.6pp | 263.57%-251.1pp | 318.53%-306.1pp |
| Employer contribution / active EE | $673 | $3,318-79.7% | $4,829-86.1% | $2,565-73.8% |
| Participant deferral / active EE | $3,206 | $5,945-46.1% | $7,352-56.4% | $3,952-18.9% |
| Admin fee / account holder | $1,137 | $6,933-83.6% | $10,799-89.5% | $6,260-81.8% |