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 | $73,554 | $81,248-9.5% | $155,509-52.7% | $80,856-9.0% |
| Participation rate | 92.6% | 66.2%+26.4pp | 78.2%+14.4pp | 67.6%+25.0pp |
| Annual return | 7.85% | 33.31%-25.5pp | 64.67%-56.8pp | 35.59%-27.7pp |
| Employer contribution / active EE | $1,766 | $3,100-43.0% | $4,672-62.2% | $2,755-35.9% |
| Participant deferral / active EE | $5,634 | $3,452+63.2% | $5,626+0.1% | $4,296+31.1% |
| Admin fee / account holder | $6,260 | $7,997-21.7% | $15,912-60.7% | $6,918-9.5% |