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 | $69,366 | $80,717-14.1% | $154,803-55.2% | $84,808-18.2% |
| Participation rate | 88.6% | 66.8%+21.8pp | 78.1%+10.6pp | 68.3%+20.3pp |
| Annual return | 11.65% | 37.96%-26.3pp | 58.88%-47.2pp | 40.90%-29.2pp |
| Employer contribution / active EE | $4,280 | $2,761+55.0% | $4,305-0.6% | $2,631+62.7% |
| Participant deferral / active EE | $5,268 | $3,303+59.5% | $5,540-4.9% | $4,212+25.1% |
| Admin fee / account holder | $24,474 | $6,746+262.8% | $14,329+70.8% | $7,344+233.3% |