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 | $30,512 | $89,355-65.9% | $141,162-78.4% | $72,985-58.2% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 16.78% | 111.85%-95.1pp | 71.39%-54.6pp | 81.00%-64.2pp |
| Employer contribution / active EE | $2,184 | $3,114-29.9% | $4,735-53.9% | $2,440-10.5% |
| Participant deferral / active EE | $5,425 | $5,418+0.1% | $6,709-19.1% | $3,607+50.4% |
| Admin fee / account holder | $3,139 | $5,958-47.3% | $10,261-69.4% | $5,124-38.8% |