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 | $61,674 | $109,881-43.9% | $150,045-58.9% | $84,808-27.3% |
| Participation rate | 95.7% | 76.1%+19.6pp | 82.3%+13.4pp | 68.3%+27.4pp |
| Annual return | 13.97% | 28.25%-14.3pp | 62.55%-48.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,131 | $3,561-40.2% | $4,693-54.6% | $2,631-19.0% |
| Participant deferral / active EE | $5,335 | $6,636-19.6% | $7,997-33.3% | $4,212+26.7% |
| Admin fee / account holder | $9,371 | $8,568+9.4% | $13,435-30.2% | $7,344+27.6% |