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 | $54,428 | $74,888-27.3% | $71,209-23.6% | $142,382-61.8% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 10.87% | 345.14%-334.3pp | 282.51%-271.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $3,730 | $2,854+30.7% | $2,721+37.1% | $4,299-13.2% |
| Participant deferral / active EE | $7,908 | $4,454+77.5% | $4,175+89.4% | $6,507+21.5% |
| Admin fee / account holder | $13,395 | $5,568+140.6% | $5,349+150.4% | $12,624+6.1% |