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 | $50,869 | $214,378-76.3% | $200,582-74.6% | $142,382-64.3% |
| Participation rate | 90.5% | 87.4%+3.0pp | 86.9%+3.6pp | 80.1%+10.4pp |
| Annual return | 4.20% | 46.41%-42.2pp | 42.33%-38.1pp | 217.08%-212.9pp |
| Employer contribution / active EE | $5,558 | $6,841-18.8% | $6,419-13.4% | $4,299+29.3% |
| Participant deferral / active EE | $3,618 | $9,865-63.3% | $9,331-61.2% | $6,507-44.4% |
| Admin fee / account holder | $78,857 | $17,692+345.7% | $16,305+383.6% | $12,624+524.7% |