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 | $56,549 | $60,022-5.8% | $88,946-36.4% | $84,808-33.3% |
| Participation rate | 96.2% | 57.8%+38.4pp | 68.8%+27.4pp | 68.3%+27.9pp |
| Annual return | 11.42% | 22.43%-11.0pp | 57.82%-46.4pp | 40.90%-29.5pp |
| Employer contribution / active EE | $2,156 | $1,703+26.6% | $2,555-15.6% | $2,631-18.1% |
| Participant deferral / active EE | $4,955 | $3,114+59.1% | $4,581+8.2% | $4,212+17.7% |
| Admin fee / account holder | $17,668 | $4,811+267.2% | $8,261+113.9% | $7,344+140.6% |