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 | $60,901 | $53,777+13.2% | $134,143-54.6% | $79,858-23.7% |
| Participation rate | 91.9% | 58.8%+33.2pp | 72.2%+19.8pp | 69.6%+22.3pp |
| Annual return | 9.42% | 19.01%-9.6pp | 36.33%-26.9pp | 31.71%-22.3pp |
| Employer contribution / active EE | $695 | $1,321-47.4% | $3,704-81.2% | $2,471-71.9% |
| Participant deferral / active EE | $1,118 | $2,420-53.8% | $3,499-68.0% | $3,740-70.1% |
| Admin fee / account holder | $12,496 | $3,984+213.7% | $6,684+86.9% | $5,306+135.5% |