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 | $48,745 | $74,888-34.9% | $71,209-31.5% | $142,382-65.8% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 12.87% | 345.14%-332.3pp | 282.51%-269.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,448 | $2,854-49.3% | $2,721-46.8% | $4,299-66.3% |
| Participant deferral / active EE | $1,448 | $4,454-67.5% | $4,175-65.3% | $6,507-77.7% |
| Admin fee / account holder | $12,761 | $5,568+129.2% | $5,349+138.6% | $12,624+1.1% |