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 | $47,749 | $77,899-38.7% | $149,673-68.1% | $75,163-36.5% |
| Participation rate | 72.9% | 65.6%+7.3pp | 78.8%-5.9pp | 67.2%+5.7pp |
| Annual return | 12.29% | 31.72%-19.4pp | 134.42%-122.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $2,799 | $3,137-10.8% | $4,818-41.9% | $2,670+4.9% |
| Participant deferral / active EE | $4,911 | $3,411+44.0% | $5,680-13.5% | $4,125+19.0% |
| Admin fee / account holder | $1,779 | $5,956-70.1% | $13,210-86.5% | $5,651-68.5% |