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 8-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 | $52,233 | $112,096-53.4% | $95,952-45.6% | $158,922-67.1% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 2.86% | 171.09%-168.2pp | 91.61%-88.7pp | 302.83%-300.0pp |
| Employer contribution / active EE | $4,030 | $3,198+26.0% | $2,541+58.6% | $4,761-15.4% |
| Participant deferral / active EE | $15,319 | $4,784+220.2% | $4,167+267.6% | $5,982+156.1% |
| Admin fee / account holder | $7,756 | $10,130-23.4% | $6,795+14.1% | $11,246-31.0% |