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 | $53,273 | $72,277-26.3% | $101,248-47.4% | $79,858-33.3% |
| Participation rate | 93.3% | 68.5%+24.9pp | 75.8%+17.5pp | 69.6%+23.7pp |
| Annual return | 2.49% | 22.30%-19.8pp | 46.47%-44.0pp | 31.71%-29.2pp |
| Employer contribution / active EE | $11,242 | $2,692+317.7% | $3,660+207.2% | $2,471+355.0% |
| Participant deferral / active EE | $2,316 | $3,282-29.4% | $4,370-47.0% | $3,740-38.1% |
| Admin fee / account holder | $25,936 | $4,400+489.4% | $5,945+336.2% | $5,306+388.8% |