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 8-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 | $79,374 | $138,347-42.6% | $184,203-56.9% | $80,856-1.8% |
| Participation rate | 98.8% | 83.9%+15.0pp | 86.8%+12.0pp | 67.6%+31.2pp |
| Annual return | 10.57% | 20.02%-9.4pp | 28.81%-18.2pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,917 | $4,850-39.9% | $6,427-54.6% | $2,755+5.9% |
| Participant deferral / active EE | $6,764 | $7,071-4.3% | $9,131-25.9% | $4,296+57.5% |
| Admin fee / account holder | $2,123 | $10,483-79.7% | $13,901-84.7% | $6,918-69.3% |