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 | $73,144 | $80,717-9.4% | $154,803-52.8% | $84,808-13.8% |
| Participation rate | 92.0% | 66.8%+25.2pp | 78.1%+13.9pp | 68.3%+23.7pp |
| Annual return | 9.65% | 37.96%-28.3pp | 58.88%-49.2pp | 40.90%-31.2pp |
| Employer contribution / active EE | $3,045 | $2,761+10.3% | $4,305-29.3% | $2,631+15.7% |
| Participant deferral / active EE | $5,679 | $3,303+71.9% | $5,540+2.5% | $4,212+34.8% |
| Admin fee / account holder | $10,927 | $6,746+62.0% | $14,329-23.7% | $7,344+48.8% |