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 | $51,715 | $70,428-26.6% | $96,562-46.4% | $85,850-39.8% |
| Participation rate | 73.1% | 61.8%+11.3pp | 69.8%+3.3pp | 69.3%+3.8pp |
| Annual return | 8.06% | 18.59%-10.5pp | 37.78%-29.7pp | 318.53%-310.5pp |
| Employer contribution / active EE | $705 | $1,413-50.1% | $2,356-70.1% | $2,565-72.5% |
| Participant deferral / active EE | $1,888 | $2,894-34.8% | $3,849-50.9% | $3,952-52.2% |
| Admin fee / account holder | $11,661 | $4,997+133.4% | $6,181+88.7% | $6,260+86.3% |