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 | $57,554 | $58,512-1.6% | $84,015-31.5% | $72,985-21.1% |
| Participation rate | 97.6% | 61.2%+36.4pp | 69.0%+28.6pp | 69.5%+28.1pp |
| Annual return | 15.57% | 28.93%-13.4pp | 71.31%-55.7pp | 81.00%-65.4pp |
| Employer contribution / active EE | $5,010 | $1,163+330.8% | $1,983+152.6% | $2,440+105.4% |
| Participant deferral / active EE | $4,677 | $2,394+95.4% | $3,239+44.4% | $3,607+29.7% |
| Admin fee / account holder | $368 | $4,569-91.9% | $6,101-94.0% | $5,124-92.8% |