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 | $52,922 | $201,272-73.7% | $184,203-71.3% | $145,922-63.7% |
| Participation rate | 86.4% | 87.5%-1.1pp | 86.8%-0.5pp | 80.3%+6.1pp |
| Annual return | 7.47% | 29.00%-21.5pp | 28.81%-21.3pp | 561.29%-553.8pp |
| Employer contribution / active EE | $2,319 | $7,022-67.0% | $6,427-63.9% | $4,660-50.2% |
| Participant deferral / active EE | $4,296 | $9,806-56.2% | $9,131-53.0% | $6,688-35.8% |
| Admin fee / account holder | $2,158 | $16,364-86.8% | $13,901-84.5% | $13,397-83.9% |