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 | $54,668 | $95,803-42.9% | $113,168-51.7% | $84,808-35.5% |
| Participation rate | 92.9% | 72.9%+20.0pp | 76.6%+16.3pp | 68.3%+24.5pp |
| Annual return | 8.88% | 25.00%-16.1pp | 24.27%-15.4pp | 40.90%-32.0pp |
| Employer contribution / active EE | $2,756 | $2,360+16.8% | $2,975-7.4% | $2,631+4.8% |
| Participant deferral / active EE | $5,605 | $4,242+32.1% | $5,107+9.8% | $4,212+33.1% |
| Admin fee / account holder | $2,459 | $8,989-72.6% | $12,068-79.6% | $7,344-66.5% |