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 | $47,102 | $54,705-13.9% | $71,209-33.9% | $84,808-44.5% |
| Participation rate | 71.4% | 64.1%+7.4pp | 73.8%-2.3pp | 68.3%+3.1pp |
| Annual return | 11.71% | 35.90%-24.2pp | 282.51%-270.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $3,255 | $2,158+50.9% | $2,721+19.6% | $2,631+23.7% |
| Participant deferral / active EE | $2,263 | $3,030-25.3% | $4,175-45.8% | $4,212-46.3% |
| Admin fee / account holder | $11,939 | $4,863+145.5% | $5,349+123.2% | $7,344+62.6% |