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 | $77,820 | $63,764+22.0% | $81,930-5.0% | $79,858-2.6% |
| Participation rate | 96.4% | 67.5%+28.9pp | 72.0%+24.4pp | 69.6%+26.8pp |
| Annual return | 9.81% | 22.66%-12.8pp | 29.49%-19.7pp | 31.71%-21.9pp |
| Employer contribution / active EE | $3,836 | $1,795+113.7% | $4,310-11.0% | $2,471+55.3% |
| Participant deferral / active EE | $2,506 | $2,780-9.9% | $7,107-64.7% | $3,740-33.0% |
| Admin fee / account holder | $8,017 | $4,426+81.1% | $5,158+55.4% | $5,306+51.1% |