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 | $69,982 | $87,870-20.4% | $113,168-38.2% | $74,304-5.8% |
| Participation rate | 79.4% | 70.7%+8.7pp | 76.6%+2.9pp | 60.3%+19.1pp |
| Annual return | 11.17% | 26.44%-15.3pp | 24.27%-13.1pp | 29.43%-18.3pp |
| Employer contribution / active EE | $952 | $2,277-58.2% | $2,975-68.0% | $2,241-57.5% |
| Participant deferral / active EE | $3,816 | $4,241-10.0% | $5,107-25.3% | $3,767+1.3% |
| Admin fee / account holder | $12,143 | $3,368+260.5% | $12,068+0.6% | $2,969+309.0% |