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 | $56,426 | $115,770-51.3% | $101,248-44.3% | $158,922-64.5% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 6.04% | 56.14%-50.1pp | 46.47%-40.4pp | 302.83%-296.8pp |
| Employer contribution / active EE | $900 | $4,175-78.4% | $3,660-75.4% | $4,761-81.1% |
| Participant deferral / active EE | $1,955 | $4,957-60.6% | $4,370-55.3% | $5,982-67.3% |
| Admin fee / account holder | $18,218 | $7,245+151.5% | $5,945+206.4% | $11,246+62.0% |