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 | $44,395 | $72,012-38.4% | $185,823-76.1% | $79,858-44.4% |
| Participation rate | 76.4% | 65.8%+10.6pp | 78.0%-1.7pp | 69.6%+6.7pp |
| Annual return | 8.70% | 23.12%-14.4pp | 35.95%-27.3pp | 31.71%-23.0pp |
| Employer contribution / active EE | $1,115 | $1,965-43.2% | $4,087-72.7% | $2,471-54.9% |
| Participant deferral / active EE | $5,803 | $3,779+53.6% | $5,632+3.0% | $3,740+55.2% |
| Admin fee / account holder | $19,418 | $4,513+330.3% | $9,500+104.4% | $5,306+265.9% |