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 | $64,962 | $83,477-22.2% | $125,175-48.1% | $72,985-11.0% |
| Participation rate | 86.3% | 73.3%+13.0pp | 79.8%+6.5pp | 69.5%+16.8pp |
| Annual return | 11.98% | 25.78%-13.8pp | 43.79%-31.8pp | 81.00%-69.0pp |
| Employer contribution / active EE | $2,083 | $2,345-11.2% | $3,865-46.1% | $2,440-14.6% |
| Participant deferral / active EE | $2,623 | $3,585-26.8% | $4,937-46.9% | $3,607-27.3% |
| Admin fee / account holder | $14,249 | $5,517+158.3% | $9,702+46.9% | $5,124+178.1% |