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 | $77,177 | $109,413-29.5% | $156,263-50.6% | $84,808-9.0% |
| Participation rate | 95.5% | 72.7%+22.8pp | 78.9%+16.5pp | 68.3%+27.1pp |
| Annual return | 12.12% | 20.18%-8.1pp | 59.47%-47.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $3,919 | $2,907+34.8% | $4,333-9.6% | $2,631+48.9% |
| Participant deferral / active EE | $6,499 | $4,590+41.6% | $6,158+5.5% | $4,212+54.3% |
| Admin fee / account holder | $14,012 | $9,357+49.8% | $14,255-1.7% | $7,344+90.8% |