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 | $63,254 | $138,347-54.3% | $184,203-65.7% | $80,856-21.8% |
| Participation rate | 89.3% | 83.9%+5.4pp | 86.8%+2.5pp | 67.6%+21.6pp |
| Annual return | 9.87% | 20.02%-10.1pp | 28.81%-18.9pp | 35.59%-25.7pp |
| Employer contribution / active EE | $3,078 | $4,850-36.5% | $6,427-52.1% | $2,755+11.7% |
| Participant deferral / active EE | $4,989 | $7,071-29.4% | $9,131-45.4% | $4,296+16.1% |
| Admin fee / account holder | $42,672 | $10,483+307.0% | $13,901+207.0% | $6,918+516.8% |