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 | $71,600 | $74,927-4.4% | $101,794-29.7% | $84,808-15.6% |
| Participation rate | 89.7% | 61.4%+28.3pp | 69.2%+20.6pp | 68.3%+21.4pp |
| Annual return | 11.23% | 18.70%-7.5pp | 30.53%-19.3pp | 40.90%-29.7pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,840 | $3,099-8.3% | $4,084-30.5% | $4,212-32.6% |
| Admin fee / account holder | $8,282 | $6,514+27.1% | $8,777-5.6% | $7,344+12.8% |