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 | $62,234 | $64,480-3.5% | $81,382-23.5% | $80,856-23.0% |
| Participation rate | 96.4% | 63.9%+32.6pp | 69.5%+26.9pp | 67.6%+28.8pp |
| Annual return | 8.03% | 16.34%-8.3pp | 24.73%-16.7pp | 35.59%-27.6pp |
| Employer contribution / active EE | $2,646 | $1,978+33.7% | $2,463+7.4% | $2,755-4.0% |
| Participant deferral / active EE | $4,449 | $3,094+43.8% | $3,883+14.6% | $4,296+3.6% |
| Admin fee / account holder | $1,339 | $5,671-76.4% | $5,768-76.8% | $6,918-80.6% |