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 | $53,130 | $93,571-43.2% | $135,903-60.9% | $75,163-29.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.08% | 30.90%-16.8pp | 68.23%-54.2pp | 160.62%-146.5pp |
| Employer contribution / active EE | $2,879 | $3,537-18.6% | $4,856-40.7% | $2,670+7.9% |
| Participant deferral / active EE | $4,381 | $6,404-31.6% | $7,758-43.5% | $4,125+6.2% |
| Admin fee / account holder | $3,307 | $6,975-52.6% | $10,762-69.3% | $5,651-41.5% |