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 | $51,639 | $114,381-54.9% | $107,525-52.0% | $142,382-63.7% |
| Participation rate | 84.2% | 78.1%+6.1pp | 75.1%+9.1pp | 80.1%+4.1pp |
| Annual return | 4.17% | 242.71%-238.5pp | 181.32%-177.1pp | 217.08%-212.9pp |
| Employer contribution / active EE | $1,729 | $4,015-56.9% | $3,754-53.9% | $4,299-59.8% |
| Participant deferral / active EE | $3,320 | $5,564-40.3% | $5,116-35.1% | $6,507-49.0% |
| Admin fee / account holder | $4,592 | $9,860-53.4% | $8,919-48.5% | $12,624-63.6% |