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 | $70,730 | $74,927-5.6% | $101,794-30.5% | $84,808-16.6% |
| Participation rate | 88.1% | 61.4%+26.7pp | 69.2%+19.0pp | 68.3%+19.8pp |
| Annual return | 11.08% | 18.70%-7.6pp | 30.53%-19.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $503 | $1,522-66.9% | $2,289-78.0% | $2,631-80.9% |
| Participant deferral / active EE | $5,797 | $3,099+87.1% | $4,084+41.9% | $4,212+37.6% |
| Admin fee / account holder | $5,694 | $6,514-12.6% | $8,777-35.1% | $7,344-22.5% |