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 | $50,777 | $104,974-51.6% | $95,585-46.9% | $142,382-64.3% |
| Participation rate | 93.3% | 75.0%+18.4pp | 72.1%+21.3pp | 80.1%+13.2pp |
| Annual return | 9.95% | 210.33%-200.4pp | 38.56%-28.6pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,286 | $2,779-53.7% | $2,527-49.1% | $4,299-70.1% |
| Participant deferral / active EE | $3,986 | $4,352-8.4% | $4,023-0.9% | $6,507-38.7% |
| Admin fee / account holder | $7,428 | $6,386+16.3% | $6,127+21.2% | $12,624-41.2% |