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 | $51,862 | $103,376-49.8% | $87,100-40.5% | $152,861-66.1% |
| Participation rate | 95.2% | 79.3%+15.9pp | 76.9%+18.4pp | 82.4%+12.8pp |
| Annual return | 6.23% | 28.10%-21.9pp | 28.19%-22.0pp | 345.32%-339.1pp |
| Employer contribution / active EE | $2,218 | $3,220-31.1% | $2,521-12.0% | $4,762-53.4% |
| Participant deferral / active EE | $3,787 | $4,778-20.7% | $4,049-6.5% | $5,850-35.3% |
| Admin fee / account holder | $469 | $12,205-96.2% | $7,497-93.7% | $11,596-96.0% |