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 | $57,834 | $102,317-43.5% | $146,958-60.6% | $80,856-28.5% |
| Participation rate | 84.5% | 75.8%+8.6pp | 82.2%+2.3pp | 67.6%+16.8pp |
| Annual return | 11.04% | 134.76%-123.7pp | 418.34%-407.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,449 | $3,713-34.0% | $4,933-50.3% | $2,755-11.1% |
| Participant deferral / active EE | $5,955 | $6,644-10.4% | $8,070-26.2% | $4,296+38.6% |
| Admin fee / account holder | $21,238 | $7,941+167.4% | $12,998+63.4% | $6,918+207.0% |