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 | $58,056 | $74,888-22.5% | $71,209-18.5% | $142,382-59.2% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 11.21% | 345.14%-333.9pp | 282.51%-271.3pp | 217.08%-205.9pp |
| Employer contribution / active EE | $3,689 | $2,854+29.2% | $2,721+35.6% | $4,299-14.2% |
| Participant deferral / active EE | $6,272 | $4,454+40.8% | $4,175+50.2% | $6,507-3.6% |
| Admin fee / account holder | $6,193 | $5,568+11.2% | $5,349+15.8% | $12,624-50.9% |