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 | $62,406 | $37,426+66.7% | $77,482-19.5% | $79,858-21.9% |
| Participation rate | 94.3% | 41.5%+52.8pp | 54.2%+40.2pp | 69.6%+24.7pp |
| Annual return | 9.89% | 39.70%-29.8pp | 54.79%-44.9pp | 31.71%-21.8pp |
| Employer contribution / active EE | $1,046 | $637+64.3% | $986+6.0% | $2,471-57.7% |
| Participant deferral / active EE | $2,588 | $1,260+105.4% | $1,861+39.0% | $3,740-30.8% |
| Admin fee / account holder | $6,849 | $2,504+173.5% | $2,858+139.7% | $5,306+29.1% |