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 | $69,753 | $109,881-36.5% | $150,045-53.5% | $84,808-17.8% |
| Participation rate | 91.3% | 76.1%+15.2pp | 82.3%+9.0pp | 68.3%+23.0pp |
| Annual return | 7.61% | 28.25%-20.6pp | 62.55%-54.9pp | 40.90%-33.3pp |
| Employer contribution / active EE | $10,292 | $3,561+189.0% | $4,693+119.3% | $2,631+291.2% |
| Participant deferral / active EE | $4,964 | $6,636-25.2% | $7,997-37.9% | $4,212+17.9% |
| Admin fee / account holder | $49,717 | $8,568+480.3% | $13,435+270.1% | $7,344+577.0% |