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 | $70,056 | $83,477-16.1% | $125,175-44.0% | $72,985-4.0% |
| Participation rate | 84.8% | 73.3%+11.5pp | 79.8%+5.1pp | 69.5%+15.4pp |
| Annual return | 8.54% | 25.78%-17.2pp | 43.79%-35.3pp | 81.00%-72.5pp |
| Employer contribution / active EE | $1,966 | $2,345-16.2% | $3,865-49.1% | $2,440-19.4% |
| Participant deferral / active EE | $5,337 | $3,585+48.9% | $4,937+8.1% | $3,607+47.9% |
| Admin fee / account holder | $2,226 | $5,517-59.7% | $9,702-77.1% | $5,124-56.6% |