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 | $49,590 | $72,012-31.1% | $185,823-73.3% | $79,858-37.9% |
| Participation rate | 83.1% | 65.8%+17.3pp | 78.0%+5.0pp | 69.6%+13.4pp |
| Annual return | -4.98% | 23.12%-28.1pp | 35.95%-40.9pp | 31.71%-36.7pp |
| Employer contribution / active EE | $1,643 | $1,965-16.3% | $4,087-59.8% | $2,471-33.5% |
| Participant deferral / active EE | $2,772 | $3,779-26.6% | $5,632-50.8% | $3,740-25.9% |
| Admin fee / account holder | $11,211 | $4,513+148.4% | $9,500+18.0% | $5,306+111.3% |