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 | $50,559 | $72,492-30.3% | $87,100-42.0% | $72,985-30.7% |
| Participation rate | 82.8% | 72.8%+9.9pp | 76.9%+5.9pp | 69.5%+13.3pp |
| Annual return | 13.61% | 24.46%-10.8pp | 28.19%-14.6pp | 81.00%-67.4pp |
| Employer contribution / active EE | $1,189 | $1,894-37.2% | $2,521-52.8% | $2,440-51.3% |
| Participant deferral / active EE | $3,183 | $3,270-2.7% | $4,049-21.4% | $3,607-11.8% |
| Admin fee / account holder | $6,639 | $5,055+31.3% | $7,497-11.4% | $5,124+29.6% |