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 | $52,940 | $81,460-35.0% | $103,333-48.8% | $80,856-34.5% |
| Participation rate | 83.0% | 66.8%+16.1pp | 74.5%+8.5pp | 67.6%+15.3pp |
| Annual return | 9.23% | 25.55%-16.3pp | 24.88%-15.7pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,031 | $3,105-66.8% | $3,868-73.3% | $2,755-62.6% |
| Participant deferral / active EE | $5,155 | $3,869+33.2% | $5,057+1.9% | $4,296+20.0% |
| Admin fee / account holder | $10,655 | $6,566+62.3% | $8,355+27.5% | $6,918+54.0% |