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 | $70,344 | $81,460-13.6% | $103,333-31.9% | $80,856-13.0% |
| Participation rate | 83.8% | 66.8%+16.9pp | 74.5%+9.3pp | 67.6%+16.1pp |
| Annual return | 9.18% | 25.55%-16.4pp | 24.88%-15.7pp | 35.59%-26.4pp |
| Employer contribution / active EE | $4,611 | $3,105+48.5% | $3,868+19.2% | $2,755+67.4% |
| Participant deferral / active EE | $3,519 | $3,869-9.0% | $5,057-30.4% | $4,296-18.1% |
| Admin fee / account holder | $3,351 | $6,566-49.0% | $8,355-59.9% | $6,918-51.6% |