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 | $61,469 | $74,927-18.0% | $101,794-39.6% | $84,808-27.5% |
| Participation rate | 80.8% | 61.4%+19.4pp | 69.2%+11.6pp | 68.3%+12.5pp |
| Annual return | 10.01% | 18.70%-8.7pp | 30.53%-20.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,692 | $1,522+11.2% | $2,289-26.1% | $2,631-35.7% |
| Participant deferral / active EE | $2,585 | $3,099-16.6% | $4,084-36.7% | $4,212-38.6% |
| Admin fee / account holder | $12,154 | $6,514+86.6% | $8,777+38.5% | $7,344+65.5% |