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 | $51,452 | $80,717-36.3% | $154,803-66.8% | $84,808-39.3% |
| Participation rate | 87.7% | 66.8%+20.9pp | 78.1%+9.6pp | 68.3%+19.4pp |
| Annual return | 11.78% | 37.96%-26.2pp | 58.88%-47.1pp | 40.90%-29.1pp |
| Employer contribution / active EE | $3,817 | $2,761+38.2% | $4,305-11.3% | $2,631+45.1% |
| Participant deferral / active EE | $2,051 | $3,303-37.9% | $5,540-63.0% | $4,212-51.3% |
| Admin fee / account holder | $18,937 | $6,746+180.7% | $14,329+32.2% | $7,344+157.9% |