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 | $65,621 | $48,046+36.6% | $84,611-22.4% | $72,985-10.1% |
| Participation rate | 84.2% | 57.6%+26.6pp | 68.2%+16.0pp | 69.5%+14.7pp |
| Annual return | 14.16% | 37.38%-23.2pp | 258.74%-244.6pp | 81.00%-66.8pp |
| Employer contribution / active EE | $1,826 | $1,602+14.0% | $2,652-31.2% | $2,440-25.2% |
| Participant deferral / active EE | $4,565 | $2,680+70.3% | $3,899+17.1% | $3,607+26.5% |
| Admin fee / account holder | $4,908 | $3,395+44.6% | $4,912-0.1% | $5,124-4.2% |