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 | $55,859 | $87,013-35.8% | $106,213-47.4% | $80,856-30.9% |
| Participation rate | 89.7% | 70.4%+19.2pp | 75.3%+14.4pp | 67.6%+22.0pp |
| Annual return | 8.87% | 17.05%-8.2pp | 116.14%-107.3pp | 35.59%-26.7pp |
| Employer contribution / active EE | $10,060 | $2,395+320.0% | $3,171+217.2% | $2,755+265.2% |
| Participant deferral / active EE | $4,412 | $3,986+10.7% | $5,016-12.0% | $4,296+2.7% |
| Admin fee / account holder | $5,278 | $8,431-37.4% | $11,033-52.2% | $6,918-23.7% |