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 | $55,890 | $214,378-73.9% | $200,582-72.1% | $142,382-60.7% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 7.45% | 46.41%-39.0pp | 42.33%-34.9pp | 217.08%-209.6pp |
| Employer contribution / active EE | $2,889 | $6,841-57.8% | $6,419-55.0% | $4,299-32.8% |
| Participant deferral / active EE | $4,781 | $9,865-51.5% | $9,331-48.8% | $6,507-26.5% |
| Admin fee / account holder | $12,769 | $17,692-27.8% | $16,305-21.7% | $12,624+1.1% |