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 | $51,677 | $109,327-52.7% | $89,391-42.2% | $158,922-67.5% |
| Participation rate | 84.2% | 74.3%+10.0pp | 68.0%+16.2pp | 82.0%+2.3pp |
| Annual return | 5.08% | 345.68%-340.6pp | 245.62%-240.5pp | 302.83%-297.7pp |
| Employer contribution / active EE | $1,914 | $3,170-39.6% | $2,586-26.0% | $4,761-59.8% |
| Participant deferral / active EE | $6,105 | $4,598+32.8% | $3,890+56.9% | $5,982+2.0% |
| Admin fee / account holder | $18,299 | $6,153+197.4% | $4,881+274.9% | $11,246+62.7% |