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 | $49,507 | $157,256-68.5% | $141,162-64.9% | $152,861-67.6% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.4%-12.4pp |
| Annual return | 13.71% | 64.32%-50.6pp | 71.39%-57.7pp | 345.32%-331.6pp |
| Employer contribution / active EE | $2,819 | $5,261-46.4% | $4,735-40.5% | $4,762-40.8% |
| Participant deferral / active EE | $5,528 | $7,109-22.2% | $6,709-17.6% | $5,850-5.5% |
| Admin fee / account holder | $49,602 | $12,120+309.3% | $10,261+383.4% | $11,596+327.7% |