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 | $29,763 | $59,101-49.6% | $77,163-61.4% | $75,163-60.4% |
| Participation rate | 94.0% | 63.9%+30.1pp | 69.6%+24.4pp | 67.2%+26.8pp |
| Annual return | 9.47% | 26.71%-17.2pp | 37.87%-28.4pp | 160.62%-151.1pp |
| Employer contribution / active EE | $1,492 | $1,995-25.2% | $2,535-41.2% | $2,670-44.1% |
| Participant deferral / active EE | $3,837 | $2,999+27.9% | $3,833+0.1% | $4,125-7.0% |
| Admin fee / account holder | $6,803 | $4,774+42.5% | $5,472+24.3% | $5,651+20.4% |