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 | $109,881-36.4% | $150,045-53.4% | $84,808-17.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 13.93% | 28.25%-14.3pp | 62.55%-48.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $5,877 | $3,561+65.0% | $4,693+25.2% | $2,631+123.4% |
| Participant deferral / active EE | $8,955 | $6,636+35.0% | $7,997+12.0% | $4,212+112.6% |
| Admin fee / account holder | $15,814 | $8,568+84.6% | $13,435+17.7% | $7,344+115.3% |