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 | $40,356 | $89,753-55.0% | $107,525-62.5% | $84,808-52.4% |
| Participation rate | 96.2% | 68.1%+28.1pp | 75.1%+21.1pp | 68.3%+27.8pp |
| Annual return | 12.70% | 29.48%-16.8pp | 181.32%-168.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $4,573 | $3,113+46.9% | $3,754+21.8% | $2,631+73.8% |
| Participant deferral / active EE | $2,241 | $4,056-44.7% | $5,116-56.2% | $4,212-46.8% |
| Admin fee / account holder | $1,937 | $7,222-73.2% | $8,919-78.3% | $7,344-73.6% |