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 | $61,397 | $76,367-19.6% | $93,606-34.4% | $72,985-15.9% |
| Participation rate | 82.8% | 71.7%+11.0pp | 75.8%+6.9pp | 69.5%+13.3pp |
| Annual return | 12.77% | 25.82%-13.0pp | 32.76%-20.0pp | 81.00%-68.2pp |
| Employer contribution / active EE | $1,504 | $2,275-33.9% | $2,718-44.7% | $2,440-38.3% |
| Participant deferral / active EE | $4,322 | $3,538+22.1% | $4,069+6.2% | $3,607+19.8% |
| Admin fee / account holder | $14,035 | $6,838+105.2% | $7,888+77.9% | $5,124+173.9% |