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 | $67,363 | $96,484-30.2% | $156,263-56.9% | $74,304-9.3% |
| Participation rate | 70.2% | 67.7%+2.5pp | 78.9%-8.7pp | 60.3%+9.8pp |
| Annual return | 11.32% | 17.73%-6.4pp | 59.47%-48.2pp | 29.43%-18.1pp |
| Employer contribution / active EE | $1,170 | $2,528-53.7% | $4,333-73.0% | $2,241-47.8% |
| Participant deferral / active EE | $3,901 | $4,286-9.0% | $6,158-36.7% | $3,767+3.6% |
| Admin fee / account holder | $9,093 | $3,728+143.9% | $14,255-36.2% | $2,969+206.3% |