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 | $45,644 | $86,286-47.1% | $111,297-59.0% | $85,850-46.8% |
| Participation rate | 88.5% | 73.3%+15.1pp | 77.3%+11.2pp | 69.3%+19.1pp |
| Annual return | 8.79% | 19.99%-11.2pp | 54.65%-45.9pp | 318.53%-309.7pp |
| Employer contribution / active EE | $720 | $2,043-64.8% | $2,731-73.6% | $2,565-71.9% |
| Participant deferral / active EE | $4,016 | $3,641+10.3% | $4,487-10.5% | $3,952+1.6% |
| Admin fee / account holder | $5,243 | $8,188-36.0% | $7,964-34.2% | $6,260-16.3% |