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 | $46,093 | $100,773-54.3% | $88,946-48.2% | $142,382-67.6% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 9.36% | 70.18%-60.8pp | 57.82%-48.5pp | 217.08%-207.7pp |
| Employer contribution / active EE | $1,300 | $2,918-55.4% | $2,555-49.1% | $4,299-69.8% |
| Participant deferral / active EE | $2,560 | $5,230-51.1% | $4,581-44.1% | $6,507-60.7% |
| Admin fee / account holder | $15,861 | $9,693+63.6% | $8,261+92.0% | $12,624+25.6% |