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 | $57,856 | $93,571-38.2% | $135,903-57.4% | $75,163-23.0% |
| Participation rate | 79.3% | 75.2%+4.1pp | 81.9%-2.6pp | 67.2%+12.1pp |
| Annual return | 13.63% | 30.90%-17.3pp | 68.23%-54.6pp | 160.62%-147.0pp |
| Employer contribution / active EE | $1,186 | $3,537-66.5% | $4,856-75.6% | $2,670-55.6% |
| Participant deferral / active EE | $5,797 | $6,404-9.5% | $7,758-25.3% | $4,125+40.5% |
| Admin fee / account holder | $767 | $6,975-89.0% | $10,762-92.9% | $5,651-86.4% |