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 | $80,673 | $95,803-15.8% | $113,168-28.7% | $84,808-4.9% |
| Participation rate | 96.2% | 72.9%+23.3pp | 76.6%+19.6pp | 68.3%+27.8pp |
| Annual return | 10.25% | 25.00%-14.8pp | 24.27%-14.0pp | 40.90%-30.7pp |
| Employer contribution / active EE | $4,072 | $2,360+72.5% | $2,975+36.9% | $2,631+54.8% |
| Participant deferral / active EE | $5,050 | $4,242+19.0% | $5,107-1.1% | $4,212+19.9% |
| Admin fee / account holder | $18,703 | $8,989+108.1% | $12,068+55.0% | $7,344+154.7% |