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 | $48,994 | $63,355-22.7% | $91,989-46.7% | $72,985-32.9% |
| Participation rate | 97.8% | 72.5%+25.3pp | 78.6%+19.2pp | 69.5%+28.3pp |
| Annual return | 18.82% | 35.35%-16.5pp | 69.02%-50.2pp | 81.00%-62.2pp |
| Employer contribution / active EE | $1,280 | $2,116-39.5% | $3,452-62.9% | $2,440-47.5% |
| Participant deferral / active EE | $5,122 | $4,883+4.9% | $5,923-13.5% | $3,607+42.0% |
| Admin fee / account holder | $10,839 | $4,668+132.2% | $7,743+40.0% | $5,124+111.5% |