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 | $61,589 | $78,422-21.5% | $95,952-35.8% | $79,858-22.9% |
| Participation rate | 75.8% | 73.5%+2.3pp | 77.1%-1.3pp | 69.6%+6.1pp |
| Annual return | 5.75% | 19.37%-13.6pp | 91.61%-85.9pp | 31.71%-26.0pp |
| Employer contribution / active EE | $4,796 | $1,945+146.6% | $2,541+88.8% | $2,471+94.1% |
| Participant deferral / active EE | $11,237 | $3,440+226.7% | $4,167+169.7% | $3,740+200.5% |
| Admin fee / account holder | $5,780 | $5,622+2.8% | $6,795-14.9% | $5,306+8.9% |