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 | $56,548 | $80,717-29.9% | $154,803-63.5% | $84,808-33.3% |
| Participation rate | 78.4% | 66.8%+11.6pp | 78.1%+0.3pp | 68.3%+10.1pp |
| Annual return | 11.60% | 37.96%-26.4pp | 58.88%-47.3pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,962 | $2,761-29.0% | $4,305-54.4% | $2,631-25.4% |
| Participant deferral / active EE | $3,900 | $3,303+18.1% | $5,540-29.6% | $4,212-7.4% |
| Admin fee / account holder | $35,203 | $6,746+421.9% | $14,329+145.7% | $7,344+379.4% |