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 | $52,870 | $101,724-48.0% | $164,813-67.9% | $80,856-34.6% |
| Participation rate | 96.0% | 71.8%+24.2pp | 78.6%+17.4pp | 67.6%+28.4pp |
| Annual return | 9.68% | 16.72%-7.0pp | 69.93%-60.3pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,035 | $2,953-64.9% | $4,341-76.1% | $2,755-62.4% |
| Participant deferral / active EE | $4,070 | $4,477-9.1% | $6,031-32.5% | $4,296-5.3% |
| Admin fee / account holder | $18,007 | $8,227+118.9% | $12,690+41.9% | $6,918+160.3% |