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 | $75,039 | $109,413-31.4% | $156,263-52.0% | $84,808-11.5% |
| Participation rate | 94.4% | 72.7%+21.8pp | 78.9%+15.5pp | 68.3%+26.1pp |
| Annual return | 12.05% | 20.18%-8.1pp | 59.47%-47.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $10,325 | $2,907+255.2% | $4,333+138.3% | $2,631+292.5% |
| Participant deferral / active EE | $3,540 | $4,590-22.9% | $6,158-42.5% | $4,212-15.9% |
| Admin fee / account holder | $16,384 | $9,357+75.1% | $14,255+14.9% | $7,344+123.1% |