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 | $63,791 | $73,933-13.7% | $96,683-34.0% | $75,163-15.1% |
| Participation rate | 94.7% | 66.4%+28.3pp | 74.3%+20.4pp | 67.2%+27.5pp |
| Annual return | 11.14% | 26.70%-15.6pp | 35.69%-24.6pp | 160.62%-149.5pp |
| Employer contribution / active EE | $3,886 | $2,928+32.7% | $3,737+4.0% | $2,670+45.6% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $22,383 | $5,216+329.1% | $6,730+232.6% | $5,651+296.1% |