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 | $50,955 | $100,773-49.4% | $88,946-42.7% | $142,382-64.2% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 9.46% | 70.18%-60.7pp | 57.82%-48.4pp | 217.08%-207.6pp |
| Employer contribution / active EE | $2,014 | $2,918-31.0% | $2,555-21.2% | $4,299-53.1% |
| Participant deferral / active EE | $4,029 | $5,230-23.0% | $4,581-12.1% | $6,507-38.1% |
| Admin fee / account holder | $2,441 | $9,693-74.8% | $8,261-70.5% | $12,624-80.7% |