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 | $44,749 | $177,572-74.8% | $154,803-71.1% | $142,382-68.6% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 11.04% | 65.07%-54.0pp | 58.88%-47.8pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,574 | $4,810-67.3% | $4,305-63.5% | $4,299-63.4% |
| Participant deferral / active EE | $5,662 | $6,272-9.7% | $5,540+2.2% | $6,507-13.0% |
| Admin fee / account holder | $19,725 | $16,786+17.5% | $14,329+37.7% | $12,624+56.3% |