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 | $55,078 | $81,248-32.2% | $155,509-64.6% | $80,856-31.9% |
| Participation rate | 96.2% | 66.2%+29.9pp | 78.2%+18.0pp | 67.6%+28.5pp |
| Annual return | 8.77% | 33.31%-24.5pp | 64.67%-55.9pp | 35.59%-26.8pp |
| Employer contribution / active EE | $8,232 | $3,100+165.5% | $4,672+76.2% | $2,755+198.8% |
| Participant deferral / active EE | $2,887 | $3,452-16.3% | $5,626-48.7% | $4,296-32.8% |
| Admin fee / account holder | $9,370 | $7,997+17.2% | $15,912-41.1% | $6,918+35.4% |