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 | $49,582 | $177,572-72.1% | $154,803-68.0% | $142,382-65.2% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 9.38% | 65.07%-55.7pp | 58.88%-49.5pp | 217.08%-207.7pp |
| Employer contribution / active EE | $7,268 | $4,810+51.1% | $4,305+68.8% | $4,299+69.1% |
| Participant deferral / active EE | $4,529 | $6,272-27.8% | $5,540-18.3% | $6,507-30.4% |
| Admin fee / account holder | $36,473 | $16,786+117.3% | $14,329+154.5% | $12,624+188.9% |