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 | $47,479 | $159,901-70.3% | $146,958-67.7% | $145,922-67.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 8.14% | 98.13%-90.0pp | 418.34%-410.2pp | 561.29%-553.2pp |
| Employer contribution / active EE | $2,688 | $5,286-49.2% | $4,933-45.5% | $4,660-42.3% |
| Participant deferral / active EE | $6,357 | $8,428-24.6% | $8,070-21.2% | $6,688-4.9% |
| Admin fee / account holder | $1,280 | $15,044-91.5% | $12,998-90.2% | $13,397-90.4% |