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 | $50,923 | $48,364+5.3% | $71,796-29.1% | $62,891-19.0% |
| Participation rate | 86.3% | 60.6%+25.7pp | 69.1%+17.2pp | 69.3%+17.0pp |
| Annual return | -5.47% | 13.16%-18.6pp | 78.04%-83.5pp | 20.14%-25.6pp |
| Employer contribution / active EE | $1,641 | $1,042+57.5% | $1,924-14.7% | $2,281-28.0% |
| Participant deferral / active EE | $4,296 | $2,091+105.4% | $2,794+53.7% | $3,203+34.1% |
| Admin fee / account holder | $4,108 | $3,771+8.9% | $4,815-14.7% | $4,296-4.4% |