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 | $25,728 | $49,915-48.5% | $154,803-83.4% | $74,304-65.4% |
| Participation rate | 95.3% | 54.0%+41.4pp | 78.1%+17.3pp | 60.3%+35.0pp |
| Annual return | 9.38% | 34.06%-24.7pp | 58.88%-49.5pp | 29.43%-20.0pp |
| Employer contribution / active EE | $3,732 | $1,611+131.6% | $4,305-13.3% | $2,241+66.5% |
| Participant deferral / active EE | $0 | $2,255-100.0% | $5,540-100.0% | $3,767-100.0% |
| Admin fee / account holder | $3,042 | $2,189+39.0% | $14,329-78.8% | $2,969+2.5% |