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 | $76,034 | $127,065-40.2% | $113,168-32.8% | $142,382-46.6% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 9.69% | 24.03%-14.3pp | 24.27%-14.6pp | 217.08%-207.4pp |
| Employer contribution / active EE | $3,085 | $3,442-10.4% | $2,975+3.7% | $4,299-28.2% |
| Participant deferral / active EE | $8,288 | $5,716+45.0% | $5,107+62.3% | $6,507+27.4% |
| Admin fee / account holder | $22,978 | $15,736+46.0% | $12,068+90.4% | $12,624+82.0% |