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 | $60,041 | $98,750-39.2% | $149,696-59.9% | $79,858-24.8% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.5%+9.2pp | 69.6%+22.0pp |
| Annual return | 11.12% | 27.43%-16.3pp | 276.60%-265.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | $2,970 | $3,216-7.7% | $4,644-36.0% | $2,471+20.2% |
| Participant deferral / active EE | $4,699 | $5,680-17.3% | $6,842-31.3% | $3,740+25.6% |
| Admin fee / account holder | $7,939 | $6,053+31.2% | $9,309-14.7% | $5,306+49.6% |