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 | $34,532 | $65,365-47.2% | $92,893-62.8% | $72,985-52.7% |
| Participation rate | 97.5% | 68.3%+29.2pp | 76.0%+21.5pp | 69.5%+28.0pp |
| Annual return | 3.35% | 42.10%-38.8pp | 109.41%-106.1pp | 81.00%-77.7pp |
| Employer contribution / active EE | $5,303 | $2,594+104.4% | $3,653+45.2% | $2,440+117.3% |
| Participant deferral / active EE | $4,045 | $3,128+29.3% | $4,236-4.5% | $3,607+12.1% |
| Admin fee / account holder | $5,744 | $4,251+35.1% | $5,794-0.9% | $5,124+12.1% |