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 | $58,271 | $91,190-36.1% | $178,490-67.4% | $79,858-27.0% |
| Participation rate | 88.0% | 69.2%+18.8pp | 81.9%+6.1pp | 69.6%+18.4pp |
| Annual return | 7.26% | 24.19%-16.9pp | 151.07%-143.8pp | 31.71%-24.5pp |
| Employer contribution / active EE | $544 | $3,256-83.3% | $5,011-89.1% | $2,471-78.0% |
| Participant deferral / active EE | $6,165 | $3,236+90.5% | $5,202+18.5% | $3,740+64.8% |
| Admin fee / account holder | $6,866 | $6,751+1.7% | $13,984-50.9% | $5,306+29.4% |