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 | $49,712 | $81,248-38.8% | $155,509-68.0% | $80,856-38.5% |
| Participation rate | 91.7% | 66.2%+25.4pp | 78.2%+13.5pp | 67.6%+24.0pp |
| Annual return | 9.10% | 33.31%-24.2pp | 64.67%-55.6pp | 35.59%-26.5pp |
| Employer contribution / active EE | $2,153 | $3,100-30.6% | $4,672-53.9% | $2,755-21.8% |
| Participant deferral / active EE | $3,229 | $3,452-6.5% | $5,626-42.6% | $4,296-24.8% |
| Admin fee / account holder | $22,046 | $7,997+175.7% | $15,912+38.6% | $6,918+218.7% |