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 | $54,315 | $81,248-33.1% | $155,509-65.1% | $80,856-32.8% |
| Participation rate | 92.9% | 66.2%+26.6pp | 78.2%+14.7pp | 67.6%+25.2pp |
| Annual return | 10.18% | 33.31%-23.1pp | 64.67%-54.5pp | 35.59%-25.4pp |
| Employer contribution / active EE | $883 | $3,100-71.5% | $4,672-81.1% | $2,755-67.9% |
| Participant deferral / active EE | $4,730 | $3,452+37.0% | $5,626-15.9% | $4,296+10.1% |
| Admin fee / account holder | $33,352 | $7,997+317.0% | $15,912+109.6% | $6,918+382.1% |