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 | $62,543 | $91,552-31.7% | $133,956-53.3% | $79,858-21.7% |
| Participation rate | 92.9% | 73.3%+19.5pp | 79.8%+13.0pp | 69.6%+23.2pp |
| Annual return | 8.52% | 61.85%-53.3pp | 45.09%-36.6pp | 31.71%-23.2pp |
| Employer contribution / active EE | $3,768 | $2,384+58.1% | $3,919-3.9% | $2,471+52.5% |
| Participant deferral / active EE | $4,815 | $3,733+29.0% | $5,048-4.6% | $3,740+28.7% |
| Admin fee / account holder | $18,607 | $6,321+194.4% | $8,927+108.4% | $5,306+250.7% |