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 | $82,458 | $109,881-25.0% | $150,045-45.0% | $84,808-2.8% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.1pp | 68.3%+20.2pp |
| Annual return | 10.91% | 28.25%-17.3pp | 62.55%-51.6pp | 40.90%-30.0pp |
| Employer contribution / active EE | $1,810 | $3,561-49.2% | $4,693-61.4% | $2,631-31.2% |
| Participant deferral / active EE | $9,934 | $6,636+49.7% | $7,997+24.2% | $4,212+135.9% |
| Admin fee / account holder | $54,784 | $8,568+539.4% | $13,435+307.8% | $7,344+646.0% |