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 | $57,129 | $93,571-38.9% | $135,903-58.0% | $75,163-24.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 13.88% | 30.90%-17.0pp | 68.23%-54.4pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,110 | $3,537-40.3% | $4,856-56.5% | $2,670-21.0% |
| Participant deferral / active EE | $4,724 | $6,404-26.2% | $7,758-39.1% | $4,125+14.5% |
| Admin fee / account holder | $1,586 | $6,975-77.3% | $10,762-85.3% | $5,651-71.9% |