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 | $58,104 | $71,050-18.2% | $93,606-37.9% | $80,856-28.1% |
| Participation rate | 85.1% | 60.4%+24.7pp | 68.7%+16.4pp | 67.6%+17.5pp |
| Annual return | 7.84% | 11.26%-3.4pp | 133.20%-125.4pp | 35.59%-27.8pp |
| Employer contribution / active EE | $5,282 | $1,564+237.8% | $2,420+118.3% | $2,755+91.7% |
| Participant deferral / active EE | $2,704 | $4,034-33.0% | $4,411-38.7% | $4,296-37.1% |
| Admin fee / account holder | $8,493 | $6,945+22.3% | $8,285+2.5% | $6,918+22.8% |