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 | $37,870 | $55,706-32.0% | $75,886-50.1% | $72,985-48.1% |
| Participation rate | 98.1% | 61.1%+37.0pp | 69.3%+28.9pp | 69.5%+28.7pp |
| Annual return | 16.43% | 27.59%-11.2pp | 30.76%-14.3pp | 81.00%-64.6pp |
| Employer contribution / active EE | $2,184 | $1,687+29.5% | $2,500-12.7% | $2,440-10.5% |
| Participant deferral / active EE | $4,359 | $2,634+65.5% | $3,603+21.0% | $3,607+20.8% |
| Admin fee / account holder | $15,181 | $3,978+281.6% | $5,418+180.2% | $5,124+196.2% |