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 | $53,065 | $89,753-40.9% | $107,525-50.6% | $84,808-37.4% |
| Participation rate | 90.2% | 68.1%+22.2pp | 75.1%+15.2pp | 68.3%+21.9pp |
| Annual return | 12.81% | 29.48%-16.7pp | 181.32%-168.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $5,805 | $3,113+86.5% | $3,754+54.7% | $2,631+120.6% |
| Participant deferral / active EE | $3,001 | $4,056-26.0% | $5,116-41.3% | $4,212-28.8% |
| Admin fee / account holder | $6,585 | $7,222-8.8% | $8,919-26.2% | $7,344-10.3% |