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 | $56,042 | $54,705+2.4% | $71,209-21.3% | $84,808-33.9% |
| Participation rate | 85.2% | 64.1%+21.1pp | 73.8%+11.4pp | 68.3%+16.9pp |
| Annual return | 10.77% | 35.90%-25.1pp | 282.51%-271.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $2,490 | $2,158+15.4% | $2,721-8.5% | $2,631-5.3% |
| Participant deferral / active EE | $5,071 | $3,030+67.3% | $4,175+21.4% | $4,212+20.4% |
| Admin fee / account holder | $2,694 | $4,863-44.6% | $5,349-49.6% | $7,344-63.3% |