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 | $51,329 | $114,381-55.1% | $107,525-52.3% | $142,382-64.0% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 8.35% | 242.71%-234.4pp | 181.32%-173.0pp | 217.08%-208.7pp |
| Employer contribution / active EE | $2,352 | $4,015-41.4% | $3,754-37.3% | $4,299-45.3% |
| Participant deferral / active EE | $4,453 | $5,564-20.0% | $5,116-12.9% | $6,507-31.6% |
| Admin fee / account holder | $46,378 | $9,860+370.4% | $8,919+420.0% | $12,624+267.4% |