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 | $76,818 | $138,347-44.5% | $184,203-58.3% | $80,856-5.0% |
| Participation rate | 81.3% | 83.9%-2.6pp | 86.8%-5.6pp | 67.6%+13.6pp |
| Annual return | 10.30% | 20.02%-9.7pp | 28.81%-18.5pp | 35.59%-25.3pp |
| Employer contribution / active EE | $3,125 | $4,850-35.6% | $6,427-51.4% | $2,755+13.4% |
| Participant deferral / active EE | $4,871 | $7,071-31.1% | $9,131-46.7% | $4,296+13.4% |
| Admin fee / account holder | $3,039 | $10,483-71.0% | $13,901-78.1% | $6,918-56.1% |