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 | $30,029 | $86,929-65.5% | $102,423-70.7% | $80,856-62.9% |
| Participation rate | 73.3% | 72.4%+1.0pp | 76.5%-3.2pp | 67.6%+5.7pp |
| Annual return | 9.71% | 18.88%-9.2pp | 29.32%-19.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $810 | $2,369-65.8% | $3,023-73.2% | $2,755-70.6% |
| Participant deferral / active EE | $2,321 | $4,118-43.7% | $5,053-54.1% | $4,296-46.0% |
| Admin fee / account holder | $9,924 | $8,049+23.3% | $9,451+5.0% | $6,918+43.5% |