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 | $53,093 | $91,552-42.0% | $133,956-60.4% | $79,858-33.5% |
| Participation rate | 84.4% | 73.3%+11.0pp | 79.8%+4.5pp | 69.6%+14.7pp |
| Annual return | -1.44% | 61.85%-63.3pp | 45.09%-46.5pp | 31.71%-33.2pp |
| Employer contribution / active EE | $1,779 | $2,384-25.4% | $3,919-54.6% | $2,471-28.0% |
| Participant deferral / active EE | $4,849 | $3,733+29.9% | $5,048-3.9% | $3,740+29.6% |
| Admin fee / account holder | $27,604 | $6,321+336.7% | $8,927+209.2% | $5,306+420.2% |