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 | $52,543 | $63,346-17.1% | $92,233-43.0% | $70,131-25.1% |
| Participation rate | 93.8% | 68.7%+25.1pp | 76.5%+17.3pp | 69.5%+24.2pp |
| Annual return | 10.43% | 530.12%-519.7pp | 176.28%-165.9pp | 73.14%-62.7pp |
| Employer contribution / active EE | $1,729 | $2,471-30.0% | $3,679-53.0% | $2,342-26.2% |
| Participant deferral / active EE | $4,152 | $2,854+45.5% | $3,897+6.6% | $3,332+24.6% |
| Admin fee / account holder | $28,559 | $3,840+643.7% | $5,194+449.9% | $4,645+514.8% |