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 | $60,739 | $78,422-22.5% | $95,952-36.7% | $79,858-23.9% |
| Participation rate | 96.0% | 73.5%+22.5pp | 77.1%+18.9pp | 69.6%+26.4pp |
| Annual return | 4.77% | 19.37%-14.6pp | 91.61%-86.8pp | 31.71%-26.9pp |
| Employer contribution / active EE | $3,212 | $1,945+65.1% | $2,541+26.4% | $2,471+30.0% |
| Participant deferral / active EE | $7,406 | $3,440+115.3% | $4,167+77.7% | $3,740+98.0% |
| Admin fee / account holder | $21,345 | $5,622+279.7% | $6,795+214.1% | $5,306+302.3% |