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 | $59,841 | $117,983-49.3% | $101,794-41.2% | $142,382-58.0% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 9.11% | 36.92%-27.8pp | 30.53%-21.4pp | 217.08%-208.0pp |
| Employer contribution / active EE | $1,369 | $2,773-50.6% | $2,289-40.2% | $4,299-68.2% |
| Participant deferral / active EE | $2,737 | $4,714-41.9% | $4,084-33.0% | $6,507-57.9% |
| Admin fee / account holder | $30,975 | $10,433+196.9% | $8,777+252.9% | $12,624+145.4% |