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 | $70,654 | $138,347-48.9% | $184,203-61.6% | $80,856-12.6% |
| Participation rate | 93.8% | 83.9%+9.9pp | 86.8%+6.9pp | 67.6%+26.1pp |
| Annual return | 11.08% | 20.02%-8.9pp | 28.81%-17.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,374 | $4,850-51.1% | $6,427-63.1% | $2,755-13.8% |
| Participant deferral / active EE | $3,966 | $7,071-43.9% | $9,131-56.6% | $4,296-7.7% |
| Admin fee / account holder | $3,005 | $10,483-71.3% | $13,901-78.4% | $6,918-56.6% |