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 | $71,185 | $125,758-43.4% | $169,993-58.1% | $75,163-5.3% |
| Participation rate | 96.7% | 83.6%+13.1pp | 87.0%+9.7pp | 67.2%+29.5pp |
| Annual return | 9.91% | 27.20%-17.3pp | 53.37%-43.5pp | 160.62%-150.7pp |
| Employer contribution / active EE | $2,157 | $4,615-53.3% | $6,785-68.2% | $2,670-19.2% |
| Participant deferral / active EE | $4,650 | $6,837-32.0% | $10,408-55.3% | $4,125+12.7% |
| Admin fee / account holder | $2,661 | $8,173-67.4% | $12,815-79.2% | $5,651-52.9% |