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 | $22,304 | $112,096-80.1% | $95,952-76.8% | $158,922-86.0% |
| Participation rate | 78.6% | 79.0%-0.4pp | 77.1%+1.5pp | 82.0%-3.4pp |
| Annual return | 3.40% | 171.09%-167.7pp | 91.61%-88.2pp | 302.83%-299.4pp |
| Employer contribution / active EE | $1,358 | $3,198-57.5% | $2,541-46.6% | $4,761-71.5% |
| Participant deferral / active EE | $3,941 | $4,784-17.6% | $4,167-5.4% | $5,982-34.1% |
| Admin fee / account holder | $30,068 | $10,130+196.8% | $6,795+342.5% | $11,246+167.4% |