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 | $66,317 | $81,460-18.6% | $103,333-35.8% | $80,856-18.0% |
| Participation rate | 82.1% | 66.8%+15.3pp | 74.5%+7.6pp | 67.6%+14.5pp |
| Annual return | 8.44% | 25.55%-17.1pp | 24.88%-16.4pp | 35.59%-27.2pp |
| Employer contribution / active EE | $6,443 | $3,105+107.5% | $3,868+66.6% | $2,755+133.9% |
| Participant deferral / active EE | $6,116 | $3,869+58.1% | $5,057+20.9% | $4,296+42.4% |
| Admin fee / account holder | $365 | $6,566-94.4% | $8,355-95.6% | $6,918-94.7% |