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 | $56,700 | $74,927-24.3% | $101,794-44.3% | $84,808-33.1% |
| Participation rate | 86.7% | 61.4%+25.3pp | 69.2%+17.5pp | 68.3%+18.4pp |
| Annual return | 12.09% | 18.70%-6.6pp | 30.53%-18.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,041 | $1,522-31.6% | $2,289-54.5% | $2,631-60.4% |
| Participant deferral / active EE | $3,967 | $3,099+28.0% | $4,084-2.9% | $4,212-5.8% |
| Admin fee / account holder | $10,443 | $6,514+60.3% | $8,777+19.0% | $7,344+42.2% |