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 | $46,325 | $53,516-13.4% | $126,539-63.4% | $84,808-45.4% |
| Participation rate | 70.0% | 58.2%+11.8pp | 69.8%+0.2pp | 68.3%+1.7pp |
| Annual return | 8.82% | 58.34%-49.5pp | 425.95%-417.1pp | 40.90%-32.1pp |
| Employer contribution / active EE | $1,145 | $1,535-25.4% | $3,674-68.8% | $2,631-56.5% |
| Participant deferral / active EE | $4,149 | $2,671+55.3% | $4,083+1.6% | $4,212-1.5% |
| Admin fee / account holder | $13,848 | $4,497+208.0% | $6,065+128.3% | $7,344+88.6% |