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 | $63,215 | $58,512+8.0% | $84,015-24.8% | $72,985-13.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 7.34% | 28.93%-21.6pp | 71.31%-64.0pp | 81.00%-73.7pp |
| Employer contribution / active EE | $698 | $1,163-40.0% | $1,983-64.8% | $2,440-71.4% |
| Participant deferral / active EE | $2,479 | $2,394+3.6% | $3,239-23.5% | $3,607-31.3% |
| Admin fee / account holder | $11,765 | $4,569+157.5% | $6,101+92.8% | $5,124+129.6% |