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 | $54,217 | $74,888-27.6% | $71,209-23.9% | $142,382-61.9% |
| Participation rate | 82.6% | 76.2%+6.4pp | 73.8%+8.9pp | 80.1%+2.5pp |
| Annual return | 12.23% | 345.14%-332.9pp | 282.51%-270.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $602 | $2,854-78.9% | $2,721-77.9% | $4,299-86.0% |
| Participant deferral / active EE | $4,150 | $4,454-6.8% | $4,175-0.6% | $6,507-36.2% |
| Admin fee / account holder | $15,343 | $5,568+175.5% | $5,349+186.9% | $12,624+21.5% |