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 | $73,508 | $123,793-40.6% | $177,821-58.7% | $79,858-8.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.25% | 22.82%-12.6pp | 48.32%-38.1pp | 31.71%-21.5pp |
| Employer contribution / active EE | $3,099 | $4,095-24.3% | $5,918-47.6% | $2,471+25.4% |
| Participant deferral / active EE | $4,443 | $5,956-25.4% | $7,714-42.4% | $3,740+18.8% |
| Admin fee / account holder | $3,417 | $7,243-52.8% | $12,427-72.5% | $5,306-35.6% |