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 | $50,597 | $74,888-32.4% | $71,209-28.9% | $142,382-64.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 10.64% | 345.14%-334.5pp | 282.51%-271.9pp | 217.08%-206.4pp |
| Employer contribution / active EE | $2,944 | $2,854+3.1% | $2,721+8.2% | $4,299-31.5% |
| Participant deferral / active EE | $1,310 | $4,454-70.6% | $4,175-68.6% | $6,507-79.9% |
| Admin fee / account holder | $3,928 | $5,568-29.5% | $5,349-26.6% | $12,624-68.9% |