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 | $36,063 | $65,041-44.6% | $90,951-60.3% | $79,858-54.8% |
| Participation rate | 92.5% | 61.6%+30.8pp | 69.0%+23.4pp | 69.6%+22.8pp |
| Annual return | 9.78% | 30.45%-20.7pp | 134.60%-124.8pp | 31.71%-21.9pp |
| Employer contribution / active EE | $2,287 | $1,247+83.4% | $2,122+7.8% | $2,471-7.4% |
| Participant deferral / active EE | $4,523 | $2,512+80.1% | $3,373+34.1% | $3,740+20.9% |
| Admin fee / account holder | $12,664 | $4,536+179.2% | $5,959+112.5% | $5,306+138.7% |