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 | $64,760 | $67,606-4.2% | $82,313-21.3% | $70,131-7.7% |
| Participation rate | 89.3% | 72.8%+16.5pp | 76.9%+12.4pp | 69.5%+19.7pp |
| Annual return | 10.29% | 21.57%-11.3pp | 25.88%-15.6pp | 73.14%-62.9pp |
| Employer contribution / active EE | $2,092 | $1,755+19.2% | $2,428-13.9% | $2,342-10.7% |
| Participant deferral / active EE | $6,683 | $2,987+123.7% | $3,706+80.3% | $3,332+100.6% |
| Admin fee / account holder | $11,213 | $4,512+148.5% | $5,608+99.9% | $4,645+141.4% |