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 | $74,603 | $138,347-46.1% | $184,203-59.5% | $80,856-7.7% |
| Participation rate | 84.0% | 83.9%+0.1pp | 86.8%-2.8pp | 67.6%+16.4pp |
| Annual return | 11.15% | 20.02%-8.9pp | 28.81%-17.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,067 | $4,850-57.4% | $6,427-67.8% | $2,755-25.0% |
| Participant deferral / active EE | $6,172 | $7,071-12.7% | $9,131-32.4% | $4,296+43.7% |
| Admin fee / account holder | $32,851 | $10,483+213.4% | $13,901+136.3% | $6,918+374.9% |