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 | $58,674 | $77,899-24.7% | $149,673-60.8% | $75,163-21.9% |
| Participation rate | 92.3% | 65.6%+26.7pp | 78.8%+13.5pp | 67.2%+25.1pp |
| Annual return | 12.35% | 31.72%-19.4pp | 134.42%-122.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $11,642 | $3,137+271.1% | $4,818+141.7% | $2,670+336.1% |
| Participant deferral / active EE | $2,509 | $3,411-26.5% | $5,680-55.8% | $4,125-39.2% |
| Admin fee / account holder | $1,737 | $5,956-70.8% | $13,210-86.9% | $5,651-69.3% |