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 | $53,452 | $78,422-31.8% | $95,952-44.3% | $79,858-33.1% |
| Participation rate | 92.9% | 73.5%+19.4pp | 77.1%+15.8pp | 69.6%+23.2pp |
| Annual return | 5.21% | 19.37%-14.2pp | 91.61%-86.4pp | 31.71%-26.5pp |
| Employer contribution / active EE | $3,036 | $1,945+56.1% | $2,541+19.5% | $2,471+22.9% |
| Participant deferral / active EE | $3,124 | $3,440-9.2% | $4,167-25.0% | $3,740-16.5% |
| Admin fee / account holder | $16,138 | $5,622+187.0% | $6,795+137.5% | $5,306+204.1% |