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 | $30,733 | $81,460-62.3% | $103,333-70.3% | $80,856-62.0% |
| Participation rate | 98.2% | 66.8%+31.3pp | 74.5%+23.7pp | 67.6%+30.5pp |
| Annual return | 8.57% | 25.55%-17.0pp | 24.88%-16.3pp | 35.59%-27.0pp |
| Employer contribution / active EE | $10,991 | $3,105+254.0% | $3,868+184.2% | $2,755+299.0% |
| Participant deferral / active EE | $2,052 | $3,869-46.9% | $5,057-59.4% | $4,296-52.2% |
| Admin fee / account holder | $6,926 | $6,566+5.5% | $8,355-17.1% | $6,918+0.1% |