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 | $51,941 | $125,758-58.7% | $169,993-69.4% | $75,163-30.9% |
| Participation rate | 84.1% | 83.6%+0.5pp | 87.0%-2.9pp | 67.2%+16.9pp |
| Annual return | 11.96% | 27.20%-15.2pp | 53.37%-41.4pp | 160.62%-148.7pp |
| Employer contribution / active EE | $1,576 | $4,615-65.9% | $6,785-76.8% | $2,670-41.0% |
| Participant deferral / active EE | $3,758 | $6,837-45.0% | $10,408-63.9% | $4,125-8.9% |
| Admin fee / account holder | $17,491 | $8,173+114.0% | $12,815+36.5% | $5,651+209.5% |