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 | $43,616 | $98,750-55.8% | $149,696-70.9% | $79,858-45.4% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 10.03% | 27.43%-17.4pp | 276.60%-266.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $3,065 | $3,216-4.7% | $4,644-34.0% | $2,471+24.0% |
| Participant deferral / active EE | $7,054 | $5,680+24.2% | $6,842+3.1% | $3,740+88.6% |
| Admin fee / account holder | $4,370 | $6,053-27.8% | $9,309-53.1% | $5,306-17.6% |