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 | $65,638 | $81,248-19.2% | $155,509-57.8% | $80,856-18.8% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.6%+7.4pp |
| Annual return | 10.14% | 33.31%-23.2pp | 64.67%-54.5pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,853 | $3,100-40.2% | $4,672-60.3% | $2,755-32.7% |
| Participant deferral / active EE | $4,174 | $3,452+20.9% | $5,626-25.8% | $4,296-2.8% |
| Admin fee / account holder | $4,170 | $7,997-47.9% | $15,912-73.8% | $6,918-39.7% |