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 | $63,059 | $86,929-27.5% | $102,423-38.4% | $80,856-22.0% |
| Participation rate | 91.3% | 72.4%+18.9pp | 76.5%+14.8pp | 67.6%+23.6pp |
| Annual return | 9.89% | 18.88%-9.0pp | 29.32%-19.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $723 | $2,369-69.5% | $3,023-76.1% | $2,755-73.8% |
| Participant deferral / active EE | $4,221 | $4,118+2.5% | $5,053-16.5% | $4,296-1.7% |
| Admin fee / account holder | $15,363 | $8,049+90.9% | $9,451+62.6% | $6,918+122.1% |