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 | $49,102 | $124,281-60.5% | $109,143-55.0% | $167,490-70.7% |
| Participation rate | 79.2% | 79.4%-0.3pp | 75.9%+3.3pp | 82.1%-2.9pp |
| Annual return | 8.98% | 26.04%-17.1pp | 25.75%-16.8pp | 478.56%-469.6pp |
| Employer contribution / active EE | $2,569 | $4,207-38.9% | $3,722-31.0% | $4,837-46.9% |
| Participant deferral / active EE | $6,567 | $5,255+25.0% | $4,653+41.1% | $6,341+3.6% |
| Admin fee / account holder | $1,800 | $7,970-77.4% | $6,752-73.3% | $12,309-85.4% |