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 | $52,355 | $159,602-67.2% | $150,045-65.1% | $142,382-63.2% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 11.79% | 70.24%-58.4pp | 62.55%-50.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,304 | $4,961-73.7% | $4,693-72.2% | $4,299-69.7% |
| Participant deferral / active EE | $4,735 | $8,310-43.0% | $7,997-40.8% | $6,507-27.2% |
| Admin fee / account holder | $26,346 | $14,846+77.5% | $13,435+96.1% | $12,624+108.7% |