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 | $76,063 | $78,422-3.0% | $95,952-20.7% | $79,858-4.8% |
| Participation rate | 92.9% | 73.5%+19.4pp | 77.1%+15.8pp | 69.6%+23.2pp |
| Annual return | 7.97% | 19.37%-11.4pp | 91.61%-83.6pp | 31.71%-23.7pp |
| Employer contribution / active EE | $8,718 | $1,945+348.2% | $2,541+243.1% | $2,471+252.8% |
| Participant deferral / active EE | $1,813 | $3,440-47.3% | $4,167-56.5% | $3,740-51.5% |
| Admin fee / account holder | $1,638 | $5,622-70.9% | $6,795-75.9% | $5,306-69.1% |