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 | $46,447 | $73,933-37.2% | $96,683-52.0% | $75,163-38.2% |
| Participation rate | 88.5% | 66.4%+22.0pp | 74.3%+14.1pp | 67.2%+21.3pp |
| Annual return | 12.36% | 26.70%-14.3pp | 35.69%-23.3pp | 160.62%-148.3pp |
| Employer contribution / active EE | $6,809 | $2,928+132.6% | $3,737+82.2% | $2,670+155.0% |
| Participant deferral / active EE | $4,792 | $3,659+31.0% | $4,878-1.8% | $4,125+16.2% |
| Admin fee / account holder | $7,500 | $5,216+43.8% | $6,730+11.4% | $5,651+32.7% |