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 | $59,438 | $74,927-20.7% | $101,794-41.6% | $84,808-29.9% |
| Participation rate | 70.0% | 61.4%+8.6pp | 69.2%+0.8pp | 68.3%+1.7pp |
| Annual return | 11.18% | 18.70%-7.5pp | 30.53%-19.3pp | 40.90%-29.7pp |
| Employer contribution / active EE | $2,086 | $1,522+37.1% | $2,289-8.8% | $2,631-20.7% |
| Participant deferral / active EE | $4,538 | $3,099+46.4% | $4,084+11.1% | $4,212+7.7% |
| Admin fee / account holder | $12,837 | $6,514+97.1% | $8,777+46.3% | $7,344+74.8% |