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 | $74,193 | $109,881-32.5% | $150,045-50.6% | $84,808-12.5% |
| Participation rate | 86.8% | 76.1%+10.8pp | 82.3%+4.5pp | 68.3%+18.5pp |
| Annual return | 12.77% | 28.25%-15.5pp | 62.55%-49.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,589 | $3,561-55.4% | $4,693-66.1% | $2,631-39.6% |
| Participant deferral / active EE | $6,738 | $6,636+1.5% | $7,997-15.7% | $4,212+60.0% |
| Admin fee / account holder | $18,508 | $8,568+116.0% | $13,435+37.8% | $7,344+152.0% |