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 | $51,783 | $109,881-52.9% | $150,045-65.5% | $84,808-38.9% |
| Participation rate | 76.0% | 76.1%-0.1pp | 82.3%-6.3pp | 68.3%+7.7pp |
| Annual return | 12.10% | 28.25%-16.1pp | 62.55%-50.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,420 | $3,561-60.1% | $4,693-69.7% | $2,631-46.0% |
| Participant deferral / active EE | $4,790 | $6,636-27.8% | $7,997-40.1% | $4,212+13.7% |
| Admin fee / account holder | $11,019 | $8,568+28.6% | $13,435-18.0% | $7,344+50.1% |