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 | $61,325 | $55,706+10.1% | $75,886-19.2% | $72,985-16.0% |
| Participation rate | 72.5% | 61.1%+11.4pp | 69.3%+3.3pp | 69.5%+3.1pp |
| Annual return | 16.51% | 27.59%-11.1pp | 30.76%-14.2pp | 81.00%-64.5pp |
| Employer contribution / active EE | $785 | $1,687-53.4% | $2,500-68.6% | $2,440-67.8% |
| Participant deferral / active EE | $2,446 | $2,634-7.1% | $3,603-32.1% | $3,607-32.2% |
| Admin fee / account holder | $6,990 | $3,978+75.7% | $5,418+29.0% | $5,124+36.4% |