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 | $52,108 | $98,750-47.2% | $149,696-65.2% | $79,858-34.7% |
| Participation rate | 88.4% | 75.8%+12.6pp | 82.5%+5.9pp | 69.6%+18.8pp |
| Annual return | 11.67% | 27.43%-15.8pp | 276.60%-264.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,686 | $3,216-47.6% | $4,644-63.7% | $2,471-31.8% |
| Participant deferral / active EE | $4,987 | $5,680-12.2% | $6,842-27.1% | $3,740+33.3% |
| Admin fee / account holder | $13,632 | $6,053+125.2% | $9,309+46.4% | $5,306+156.9% |