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 | $56,450 | $85,202-33.7% | $172,739-67.3% | $72,985-22.7% |
| Participation rate | 86.7% | 70.1%+16.7pp | 82.6%+4.1pp | 69.5%+17.3pp |
| Annual return | 5.54% | 27.32%-21.8pp | 802.84%-797.3pp | 81.00%-75.5pp |
| Employer contribution / active EE | $5,110 | $3,324+53.7% | $5,143-0.6% | $2,440+109.4% |
| Participant deferral / active EE | $2,715 | $3,260-16.7% | $5,198-47.8% | $3,607-24.7% |
| Admin fee / account holder | $4,368 | $5,884-25.8% | $13,954-68.7% | $5,124-14.8% |