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 | $29,812 | $107,334-72.2% | $92,893-67.9% | $152,861-80.5% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.4%+9.9pp |
| Annual return | 9.03% | 145.58%-136.5pp | 109.41%-100.4pp | 345.32%-336.3pp |
| Employer contribution / active EE | $1,439 | $4,221-65.9% | $3,653-60.6% | $4,762-69.8% |
| Participant deferral / active EE | $3,735 | $4,845-22.9% | $4,236-11.8% | $5,850-36.2% |
| Admin fee / account holder | $20,459 | $7,079+189.0% | $5,794+253.1% | $11,596+76.4% |