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 | $51,018 | $80,717-36.8% | $154,803-67.0% | $84,808-39.8% |
| Participation rate | 71.4% | 66.8%+4.6pp | 78.1%-6.6pp | 68.3%+3.1pp |
| Annual return | 8.79% | 37.96%-29.2pp | 58.88%-50.1pp | 40.90%-32.1pp |
| Employer contribution / active EE | $1,174 | $2,761-57.5% | $4,305-72.7% | $2,631-55.4% |
| Participant deferral / active EE | $1,613 | $3,303-51.2% | $5,540-70.9% | $4,212-61.7% |
| Admin fee / account holder | $12,676 | $6,746+87.9% | $14,329-11.5% | $7,344+72.6% |