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 | $60,407 | $114,381-47.2% | $107,525-43.8% | $142,382-57.6% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.1%+19.0pp | 80.1%+14.0pp |
| Annual return | 11.27% | 242.71%-231.4pp | 181.32%-170.0pp | 217.08%-205.8pp |
| Employer contribution / active EE | $2,399 | $4,015-40.2% | $3,754-36.1% | $4,299-44.2% |
| Participant deferral / active EE | $3,080 | $5,564-44.6% | $5,116-39.8% | $6,507-52.7% |
| Admin fee / account holder | $16,756 | $9,860+69.9% | $8,919+87.9% | $12,624+32.7% |