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 | $56,801 | $98,750-42.5% | $149,696-62.1% | $79,858-28.9% |
| Participation rate | 80.5% | 75.8%+4.7pp | 82.5%-2.0pp | 69.6%+10.9pp |
| Annual return | 8.80% | 27.43%-18.6pp | 276.60%-267.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $1,996 | $3,216-37.9% | $4,644-57.0% | $2,471-19.2% |
| Participant deferral / active EE | $4,731 | $5,680-16.7% | $6,842-30.8% | $3,740+26.5% |
| Admin fee / account holder | $9,225 | $6,053+52.4% | $9,309-0.9% | $5,306+73.9% |