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 | $74,969 | $81,248-7.7% | $155,509-51.8% | $80,856-7.3% |
| Participation rate | 94.2% | 66.2%+28.0pp | 78.2%+16.0pp | 67.6%+26.6pp |
| Annual return | 10.40% | 33.31%-22.9pp | 64.67%-54.3pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,553 | $3,100-17.7% | $4,672-45.4% | $2,755-7.3% |
| Participant deferral / active EE | $5,033 | $3,452+45.8% | $5,626-10.5% | $4,296+17.2% |
| Admin fee / account holder | $6,728 | $7,997-15.9% | $15,912-57.7% | $6,918-2.7% |