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 | $67,470 | $93,571-27.9% | $135,903-50.4% | $75,163-10.2% |
| Participation rate | 90.0% | 75.2%+14.8pp | 81.9%+8.1pp | 67.2%+22.8pp |
| Annual return | 12.28% | 30.90%-18.6pp | 68.23%-56.0pp | 160.62%-148.3pp |
| Employer contribution / active EE | $2,788 | $3,537-21.2% | $4,856-42.6% | $2,670+4.4% |
| Participant deferral / active EE | $7,701 | $6,404+20.2% | $7,758-0.7% | $4,125+86.7% |
| Admin fee / account holder | $14,065 | $6,975+101.6% | $10,762+30.7% | $5,651+148.9% |