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 | $51,810 | $81,248-36.2% | $155,509-66.7% | $80,856-35.9% |
| Participation rate | 91.5% | 66.2%+25.3pp | 78.2%+13.4pp | 67.6%+23.9pp |
| Annual return | 6.07% | 33.31%-27.2pp | 64.67%-58.6pp | 35.59%-29.5pp |
| Employer contribution / active EE | $847 | $3,100-72.7% | $4,672-81.9% | $2,755-69.3% |
| Participant deferral / active EE | $3,812 | $3,452+10.4% | $5,626-32.2% | $4,296-11.3% |
| Admin fee / account holder | $9,170 | $7,997+14.7% | $15,912-42.4% | $6,918+32.6% |