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 | $63,470 | $71,050-10.7% | $93,606-32.2% | $80,856-21.5% |
| Participation rate | 76.5% | 60.4%+16.1pp | 68.7%+7.7pp | 67.6%+8.8pp |
| Annual return | 9.59% | 11.26%-1.7pp | 133.20%-123.6pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,171 | $1,564+38.8% | $2,420-10.3% | $2,755-21.2% |
| Participant deferral / active EE | $5,917 | $4,034+46.7% | $4,411+34.1% | $4,296+37.7% |
| Admin fee / account holder | $17,482 | $6,945+151.7% | $8,285+111.0% | $6,918+152.7% |