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 | $47,619 | $112,096-57.5% | $95,952-50.4% | $158,922-70.0% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 6.17% | 171.09%-164.9pp | 91.61%-85.4pp | 302.83%-296.7pp |
| Employer contribution / active EE | $1,588 | $3,198-50.4% | $2,541-37.5% | $4,761-66.7% |
| Participant deferral / active EE | $2,889 | $4,784-39.6% | $4,167-30.7% | $5,982-51.7% |
| Admin fee / account holder | $5,861 | $10,130-42.1% | $6,795-13.7% | $11,246-47.9% |