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 | $54,635 | $109,881-50.3% | $150,045-63.6% | $84,808-35.6% |
| Participation rate | 71.4% | 76.1%-4.7pp | 82.3%-10.9pp | 68.3%+3.1pp |
| Annual return | 11.31% | 28.25%-16.9pp | 62.55%-51.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $4,308 | $3,561+21.0% | $4,693-8.2% | $2,631+63.7% |
| Participant deferral / active EE | $7,093 | $6,636+6.9% | $7,997-11.3% | $4,212+68.4% |
| Admin fee / account holder | $15,298 | $8,568+78.5% | $13,435+13.9% | $7,344+108.3% |