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 | $57,235 | $109,881-47.9% | $150,045-61.9% | $84,808-32.5% |
| Participation rate | 97.2% | 76.1%+21.1pp | 82.3%+14.9pp | 68.3%+28.9pp |
| Annual return | 12.11% | 28.25%-16.1pp | 62.55%-50.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $2,346 | $3,561-34.1% | $4,693-50.0% | $2,631-10.8% |
| Participant deferral / active EE | $6,106 | $6,636-8.0% | $7,997-23.6% | $4,212+45.0% |
| Admin fee / account holder | $28,695 | $8,568+234.9% | $13,435+113.6% | $7,344+290.7% |