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 | $60,983 | $77,899-21.7% | $149,673-59.3% | $75,163-18.9% |
| Participation rate | 74.1% | 65.6%+8.5pp | 78.8%-4.7pp | 67.2%+6.9pp |
| Annual return | 11.91% | 31.72%-19.8pp | 134.42%-122.5pp | 160.62%-148.7pp |
| Employer contribution / active EE | $2,650 | $3,137-15.5% | $4,818-45.0% | $2,670-0.7% |
| Participant deferral / active EE | $2,763 | $3,411-19.0% | $5,680-51.3% | $4,125-33.0% |
| Admin fee / account holder | $22,784 | $5,956+282.5% | $13,210+72.5% | $5,651+303.2% |