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 | $73,613 | $214,378-65.7% | $200,582-63.3% | $142,382-48.3% |
| Participation rate | 81.0% | 87.4%-6.5pp | 86.9%-5.9pp | 80.1%+0.8pp |
| Annual return | 10.80% | 46.41%-35.6pp | 42.33%-31.5pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,777 | $6,841-59.4% | $6,419-56.7% | $4,299-35.4% |
| Participant deferral / active EE | $4,487 | $9,865-54.5% | $9,331-51.9% | $6,507-31.0% |
| Admin fee / account holder | $20,417 | $17,692+15.4% | $16,305+25.2% | $12,624+61.7% |