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 | $64,142 | $80,717-20.5% | $154,803-58.6% | $84,808-24.4% |
| Participation rate | 89.2% | 66.8%+22.4pp | 78.1%+11.2pp | 68.3%+20.9pp |
| Annual return | 12.95% | 37.96%-25.0pp | 58.88%-45.9pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,118 | $2,761-23.3% | $4,305-50.8% | $2,631-19.5% |
| Participant deferral / active EE | $5,228 | $3,303+58.3% | $5,540-5.6% | $4,212+24.1% |
| Admin fee / account holder | $16,555 | $6,746+145.4% | $14,329+15.5% | $7,344+125.4% |