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 | $52,392 | $98,750-46.9% | $149,696-65.0% | $79,858-34.4% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.5%-5.1pp | 69.6%+7.8pp |
| Annual return | 11.61% | 27.43%-15.8pp | 276.60%-265.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,881 | $3,216-41.5% | $4,644-59.5% | $2,471-23.9% |
| Participant deferral / active EE | $5,239 | $5,680-7.8% | $6,842-23.4% | $3,740+40.1% |
| Admin fee / account holder | $18,519 | $6,053+206.0% | $9,309+98.9% | $5,306+249.0% |