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 | $62,409 | $78,672-20.7% | $109,143-42.8% | $85,850-27.3% |
| Participation rate | 95.1% | 68.3%+26.8pp | 75.9%+19.2pp | 69.3%+25.8pp |
| Annual return | 9.98% | 25.09%-15.1pp | 25.75%-15.8pp | 318.53%-308.6pp |
| Employer contribution / active EE | $2,897 | $2,735+5.9% | $3,722-22.2% | $2,565+12.9% |
| Participant deferral / active EE | $2,361 | $3,467-31.9% | $4,653-49.3% | $3,952-40.3% |
| Admin fee / account holder | $17,966 | $5,469+228.5% | $6,752+166.1% | $6,260+187.0% |