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 | $65,827 | $109,413-39.8% | $156,263-57.9% | $84,808-22.4% |
| Participation rate | 98.7% | 72.7%+26.0pp | 78.9%+19.8pp | 68.3%+30.4pp |
| Annual return | 12.49% | 20.18%-7.7pp | 59.47%-47.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,442 | $2,907-16.0% | $4,333-43.6% | $2,631-7.2% |
| Participant deferral / active EE | $3,602 | $4,590-21.5% | $6,158-41.5% | $4,212-14.5% |
| Admin fee / account holder | $714 | $9,357-92.4% | $14,255-95.0% | $7,344-90.3% |