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 | $69,914 | $159,602-56.2% | $150,045-53.4% | $142,382-50.9% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 11.67% | 70.24%-58.6pp | 62.55%-50.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,003 | $4,961-59.6% | $4,693-57.3% | $4,299-53.4% |
| Participant deferral / active EE | $3,267 | $8,310-60.7% | $7,997-59.2% | $6,507-49.8% |
| Admin fee / account holder | $13,322 | $14,846-10.3% | $13,435-0.8% | $12,624+5.5% |