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 | $70,411 | $71,050-0.9% | $93,606-24.8% | $80,856-12.9% |
| Participation rate | 85.5% | 60.4%+25.1pp | 68.7%+16.8pp | 67.6%+17.8pp |
| Annual return | 9.12% | 11.26%-2.1pp | 133.20%-124.1pp | 35.59%-26.5pp |
| Employer contribution / active EE | $4,520 | $1,564+189.1% | $2,420+86.8% | $2,755+64.1% |
| Participant deferral / active EE | $4,879 | $4,034+21.0% | $4,411+10.6% | $4,296+13.6% |
| Admin fee / account holder | $7,809 | $6,945+12.4% | $8,285-5.7% | $6,918+12.9% |