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 | $47,129 | $91,552-48.5% | $133,956-64.8% | $79,858-41.0% |
| Participation rate | 80.3% | 73.3%+6.9pp | 79.8%+0.4pp | 69.6%+10.6pp |
| Annual return | 6.01% | 61.85%-55.8pp | 45.09%-39.1pp | 31.71%-25.7pp |
| Employer contribution / active EE | $1,722 | $2,384-27.8% | $3,919-56.1% | $2,471-30.3% |
| Participant deferral / active EE | $2,522 | $3,733-32.5% | $5,048-50.0% | $3,740-32.6% |
| Admin fee / account holder | $19,041 | $6,321+201.2% | $8,927+113.3% | $5,306+258.8% |