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 | $37,296 | $64,480-42.2% | $81,382-54.2% | $80,856-53.9% |
| Participation rate | 93.2% | 63.9%+29.4pp | 69.5%+23.7pp | 67.6%+25.6pp |
| Annual return | 7.13% | 16.34%-9.2pp | 24.73%-17.6pp | 35.59%-28.5pp |
| Employer contribution / active EE | $2,403 | $1,978+21.5% | $2,463-2.4% | $2,755-12.8% |
| Participant deferral / active EE | $3,841 | $3,094+24.2% | $3,883-1.1% | $4,296-10.6% |
| Admin fee / account holder | $9,679 | $5,671+70.7% | $5,768+67.8% | $6,918+39.9% |