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 | $58,730 | $95,803-38.7% | $113,168-48.1% | $84,808-30.7% |
| Participation rate | 89.7% | 72.9%+16.8pp | 76.6%+13.1pp | 68.3%+21.3pp |
| Annual return | 9.87% | 25.00%-15.1pp | 24.27%-14.4pp | 40.90%-31.0pp |
| Employer contribution / active EE | $3,436 | $2,360+45.6% | $2,975+15.5% | $2,631+30.6% |
| Participant deferral / active EE | $6,531 | $4,242+54.0% | $5,107+27.9% | $4,212+55.1% |
| Admin fee / account holder | $21,723 | $8,989+141.7% | $12,068+80.0% | $7,344+195.8% |