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 | $52,298 | $58,512-10.6% | $84,015-37.8% | $72,985-28.3% |
| Participation rate | 82.4% | 61.2%+21.1pp | 69.0%+13.3pp | 69.5%+12.9pp |
| Annual return | 12.67% | 28.93%-16.3pp | 71.31%-58.6pp | 81.00%-68.3pp |
| Employer contribution / active EE | $2,295 | $1,163+97.3% | $1,983+15.7% | $2,440-5.9% |
| Participant deferral / active EE | $6,272 | $2,394+162.0% | $3,239+93.7% | $3,607+73.9% |
| Admin fee / account holder | $19,797 | $4,569+333.3% | $6,101+224.5% | $5,124+286.3% |