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 | $63,718 | $109,881-42.0% | $150,045-57.5% | $84,808-24.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 9.85% | 28.25%-18.4pp | 62.55%-52.7pp | 40.90%-31.0pp |
| Employer contribution / active EE | $934 | $3,561-73.8% | $4,693-80.1% | $2,631-64.5% |
| Participant deferral / active EE | $10,144 | $6,636+52.9% | $7,997+26.8% | $4,212+140.8% |
| Admin fee / account holder | $14,674 | $8,568+71.3% | $13,435+9.2% | $7,344+99.8% |