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 | $61,800 | $80,673-23.4% | $101,326-39.0% | $84,808-27.1% |
| Participation rate | 89.7% | 77.8%+11.9pp | 81.5%+8.2pp | 68.3%+21.4pp |
| Annual return | 12.84% | 38.95%-26.1pp | 36.82%-24.0pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,848 | $2,698-31.5% | $3,665-49.6% | $2,631-29.8% |
| Participant deferral / active EE | $5,044 | $6,840-26.3% | $7,994-36.9% | $4,212+19.8% |
| Admin fee / account holder | $3,985 | $12,784-68.8% | $11,185-64.4% | $7,344-45.7% |