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 | $47,381 | $87,013-45.5% | $106,213-55.4% | $80,856-41.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 9.91% | 17.05%-7.1pp | 116.14%-106.2pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,558 | $2,395-35.0% | $3,171-50.9% | $2,755-43.5% |
| Participant deferral / active EE | $3,324 | $3,986-16.6% | $5,016-33.7% | $4,296-22.6% |
| Admin fee / account holder | $8,960 | $8,431+6.3% | $11,033-18.8% | $6,918+29.5% |