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 | $56,948 | $109,881-48.2% | $150,045-62.0% | $84,808-32.8% |
| Participation rate | 72.2% | 76.1%-3.9pp | 82.3%-10.1pp | 68.3%+3.9pp |
| Annual return | 8.46% | 28.25%-19.8pp | 62.55%-54.1pp | 40.90%-32.4pp |
| Employer contribution / active EE | $1,411 | $3,561-60.4% | $4,693-69.9% | $2,631-46.4% |
| Participant deferral / active EE | $3,160 | $6,636-52.4% | $7,997-60.5% | $4,212-25.0% |
| Admin fee / account holder | $1,673 | $8,568-80.5% | $13,435-87.5% | $7,344-77.2% |