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 | $54,671 | $179,726-69.6% | $156,263-65.0% | $142,382-61.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 2.17% | 77.86%-75.7pp | 59.47%-57.3pp | 217.08%-214.9pp |
| Employer contribution / active EE | $2,802 | $5,069-44.7% | $4,333-35.3% | $4,299-34.8% |
| Participant deferral / active EE | $4,247 | $6,956-38.9% | $6,158-31.0% | $6,507-34.7% |
| Admin fee / account holder | $2,093 | $17,272-87.9% | $14,255-85.3% | $12,624-83.4% |