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 | $53,734 | $49,915+7.7% | $154,803-65.3% | $74,304-27.7% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 10.75% | 34.06%-23.3pp | 58.88%-48.1pp | 29.43%-18.7pp |
| Employer contribution / active EE | $1,538 | $1,611-4.5% | $4,305-64.3% | $2,241-31.4% |
| Participant deferral / active EE | $5,342 | $2,255+136.9% | $5,540-3.6% | $3,767+41.8% |
| Admin fee / account holder | $4,540 | $2,189+107.4% | $14,329-68.3% | $2,969+52.9% |