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 | $33,266 | $124,319-73.2% | $111,297-70.1% | $167,490-80.1% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 8.61% | 37.44%-28.8pp | 54.65%-46.0pp | 478.56%-469.9pp |
| Employer contribution / active EE | $1,860 | $3,435-45.8% | $2,731-31.9% | $4,837-61.5% |
| Participant deferral / active EE | $2,711 | $5,180-47.7% | $4,487-39.6% | $6,341-57.3% |
| Admin fee / account holder | $13,132 | $10,618+23.7% | $7,964+64.9% | $12,309+6.7% |