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 | $53,378 | $93,571-43.0% | $135,903-60.7% | $75,163-29.0% |
| Participation rate | 85.4% | 75.2%+10.2pp | 81.9%+3.5pp | 67.2%+18.2pp |
| Annual return | 13.04% | 30.90%-17.9pp | 68.23%-55.2pp | 160.62%-147.6pp |
| Employer contribution / active EE | $5,613 | $3,537+58.7% | $4,856+15.6% | $2,670+110.2% |
| Participant deferral / active EE | $3,682 | $6,404-42.5% | $7,758-52.5% | $4,125-10.8% |
| Admin fee / account holder | $1,392 | $6,975-80.0% | $10,762-87.1% | $5,651-75.4% |