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 | $45,368 | $57,065-20.5% | $75,670-40.0% | $70,131-35.3% |
| Participation rate | 98.3% | 68.1%+30.2pp | 72.3%+26.0pp | 69.5%+28.8pp |
| Annual return | 11.86% | 23.57%-11.7pp | 27.34%-15.5pp | 73.14%-61.3pp |
| Employer contribution / active EE | $4,118 | $1,817+126.7% | $2,352+75.1% | $2,342+75.8% |
| Participant deferral / active EE | $4,620 | $2,580+79.1% | $3,142+47.0% | $3,332+38.7% |
| Admin fee / account holder | $2,621 | $3,825-31.5% | $5,800-54.8% | $4,645-43.6% |