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 | $49,473 | $80,717-38.7% | $154,803-68.0% | $84,808-41.7% |
| Participation rate | 92.4% | 66.8%+25.6pp | 78.1%+14.4pp | 68.3%+24.1pp |
| Annual return | 10.89% | 37.96%-27.1pp | 58.88%-48.0pp | 40.90%-30.0pp |
| Employer contribution / active EE | $879 | $2,761-68.2% | $4,305-79.6% | $2,631-66.6% |
| Participant deferral / active EE | $4,276 | $3,303+29.5% | $5,540-22.8% | $4,212+1.5% |
| Admin fee / account holder | $15,280 | $6,746+126.5% | $14,329+6.6% | $7,344+108.1% |