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 | $65,927 | $81,248-18.9% | $155,509-57.6% | $80,856-18.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.80% | 33.31%-23.5pp | 64.67%-54.9pp | 35.59%-25.8pp |
| Employer contribution / active EE | $4,238 | $3,100+36.7% | $4,672-9.3% | $2,755+53.8% |
| Participant deferral / active EE | $4,391 | $3,452+27.2% | $5,626-22.0% | $4,296+2.2% |
| Admin fee / account holder | $10,472 | $7,997+30.9% | $15,912-34.2% | $6,918+51.4% |