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 | $47,939 | $101,724-52.9% | $164,813-70.9% | $80,856-40.7% |
| Participation rate | 82.9% | 71.8%+11.1pp | 78.6%+4.3pp | 67.6%+15.3pp |
| Annual return | 8.29% | 16.72%-8.4pp | 69.93%-61.6pp | 35.59%-27.3pp |
| Employer contribution / active EE | $1,753 | $2,953-40.7% | $4,341-59.6% | $2,755-36.4% |
| Participant deferral / active EE | $2,151 | $4,477-51.9% | $6,031-64.3% | $4,296-49.9% |
| Admin fee / account holder | $7,906 | $8,227-3.9% | $12,690-37.7% | $6,918+14.3% |