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 | $61,605 | $95,803-35.7% | $113,168-45.6% | $84,808-27.4% |
| Participation rate | 90.9% | 72.9%+18.0pp | 76.6%+14.3pp | 68.3%+22.6pp |
| Annual return | 10.94% | 25.00%-14.1pp | 24.27%-13.3pp | 40.90%-30.0pp |
| Employer contribution / active EE | $1,884 | $2,360-20.2% | $2,975-36.7% | $2,631-28.4% |
| Participant deferral / active EE | $2,604 | $4,242-38.6% | $5,107-49.0% | $4,212-38.2% |
| Admin fee / account holder | $16,916 | $8,989+88.2% | $12,068+40.2% | $7,344+130.3% |