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 | $52,977 | $107,934-50.9% | $91,989-42.4% | $152,861-65.3% |
| Participation rate | 77.8% | 81.2%-3.4pp | 78.6%-0.9pp | 82.4%-4.7pp |
| Annual return | 12.85% | 89.24%-76.4pp | 69.02%-56.2pp | 345.32%-332.5pp |
| Employer contribution / active EE | $2,999 | $4,210-28.8% | $3,452-13.1% | $4,762-37.0% |
| Participant deferral / active EE | $4,291 | $6,364-32.6% | $5,923-27.5% | $5,850-26.6% |
| Admin fee / account holder | $39,081 | $10,520+271.5% | $7,743+404.7% | $11,596+237.0% |