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 | $15,129 | $74,888-79.8% | $71,209-78.8% | $142,382-89.4% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 7.91% | 345.14%-337.2pp | 282.51%-274.6pp | 217.08%-209.2pp |
| Employer contribution / active EE | $3,179 | $2,854+11.4% | $2,721+16.8% | $4,299-26.1% |
| Participant deferral / active EE | $4,552 | $4,454+2.2% | $4,175+9.0% | $6,507-30.0% |
| Admin fee / account holder | $5,482 | $5,568-1.5% | $5,349+2.5% | $12,624-56.6% |