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 | $52,746 | $105,181-49.9% | $159,436-66.9% | $85,850-38.6% |
| Participation rate | 84.7% | 75.8%+8.9pp | 82.8%+1.9pp | 69.3%+15.4pp |
| Annual return | 11.47% | 45.07%-33.6pp | 263.57%-252.1pp | 318.53%-307.1pp |
| Employer contribution / active EE | $1,472 | $3,318-55.6% | $4,829-69.5% | $2,565-42.6% |
| Participant deferral / active EE | $4,380 | $5,945-26.3% | $7,352-40.4% | $3,952+10.9% |
| Admin fee / account holder | $5,325 | $6,933-23.2% | $10,799-50.7% | $6,260-14.9% |