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 | $31,812 | $144,119-77.9% | $117,854-73.0% | $147,584-78.4% |
| Participation rate | 93.8% | 83.4%+10.3pp | 79.7%+14.1pp | 82.8%+10.9pp |
| Annual return | 8.24% | 531.15%-522.9pp | 335.08%-326.8pp | 578.55%-570.3pp |
| Employer contribution / active EE | $3,299 | $4,896-32.6% | $3,786-12.9% | $4,876-32.4% |
| Participant deferral / active EE | $2,785 | $5,316-47.6% | $4,482-37.9% | $5,439-48.8% |
| Admin fee / account holder | $753 | $10,886-93.1% | $8,020-90.6% | $10,885-93.1% |