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 | $69,438 | $53,777+29.1% | $134,143-48.2% | $79,858-13.0% |
| Participation rate | 97.6% | 58.8%+38.8pp | 72.2%+25.4pp | 69.6%+28.0pp |
| Annual return | 6.97% | 19.01%-12.0pp | 36.33%-29.4pp | 31.71%-24.7pp |
| Employer contribution / active EE | $1,743 | $1,321+31.9% | $3,704-52.9% | $2,471-29.5% |
| Participant deferral / active EE | $1,720 | $2,420-28.9% | $3,499-50.8% | $3,740-54.0% |
| Admin fee / account holder | $7,127 | $3,984+78.9% | $6,684+6.6% | $5,306+34.3% |