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 | $80,263 | $86,929-7.7% | $102,423-21.6% | $80,856-0.7% |
| Participation rate | 95.6% | 72.4%+23.2pp | 76.5%+19.1pp | 67.6%+27.9pp |
| Annual return | 9.94% | 18.88%-8.9pp | 29.32%-19.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $5,521 | $2,369+133.0% | $3,023+82.6% | $2,755+100.4% |
| Participant deferral / active EE | $3,527 | $4,118-14.4% | $5,053-30.2% | $4,296-17.9% |
| Admin fee / account holder | $7,454 | $8,049-7.4% | $9,451-21.1% | $6,918+7.7% |