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 | $61,855 | $86,286-28.3% | $111,297-44.4% | $85,850-28.0% |
| Participation rate | 92.0% | 73.3%+18.7pp | 77.3%+14.7pp | 69.3%+22.7pp |
| Annual return | 10.57% | 19.99%-9.4pp | 54.65%-44.1pp | 318.53%-308.0pp |
| Employer contribution / active EE | $2,482 | $2,043+21.5% | $2,731-9.1% | $2,565-3.2% |
| Participant deferral / active EE | $5,877 | $3,641+61.4% | $4,487+31.0% | $3,952+48.7% |
| Admin fee / account holder | $1,470 | $8,188-82.0% | $7,964-81.5% | $6,260-76.5% |