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 | $50,708 | $176,056-71.2% | $159,436-68.2% | $167,490-69.7% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 0.14% | 331.75%-331.6pp | 263.57%-263.4pp | 478.56%-478.4pp |
| Employer contribution / active EE | $6,667 | $5,297+25.9% | $4,829+38.0% | $4,837+37.8% |
| Participant deferral / active EE | $4,214 | $7,750-45.6% | $7,352-42.7% | $6,341-33.5% |
| Admin fee / account holder | $604 | $12,554-95.2% | $10,799-94.4% | $12,309-95.1% |