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 | $40,664 | $60,892-33.2% | $82,389-50.6% | $84,808-52.1% |
| Participation rate | 85.7% | 63.3%+22.4pp | 69.5%+16.2pp | 68.3%+17.4pp |
| Annual return | 12.23% | 37.29%-25.1pp | 28.67%-16.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $2,427 | $1,779+36.4% | $2,517-3.6% | $2,631-7.7% |
| Participant deferral / active EE | $7,044 | $3,179+121.6% | $4,155+69.5% | $4,212+67.2% |
| Admin fee / account holder | $8,519 | $5,467+55.8% | $7,231+17.8% | $7,344+16.0% |