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 | $68,719 | $72,277-4.9% | $101,248-32.1% | $79,858-13.9% |
| Participation rate | 71.9% | 68.5%+3.4pp | 75.8%-3.9pp | 69.6%+2.2pp |
| Annual return | 10.56% | 22.30%-11.7pp | 46.47%-35.9pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,596 | $2,692-40.7% | $3,660-56.4% | $2,471-35.4% |
| Participant deferral / active EE | $4,401 | $3,282+34.1% | $4,370+0.7% | $3,740+17.7% |
| Admin fee / account holder | $9,868 | $4,400+124.3% | $5,945+66.0% | $5,306+86.0% |