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 | $75,214 | $86,929-13.5% | $102,423-26.6% | $80,856-7.0% |
| Participation rate | 96.4% | 72.4%+24.1pp | 76.5%+19.9pp | 67.6%+28.8pp |
| Annual return | 3.44% | 18.88%-15.4pp | 29.32%-25.9pp | 35.59%-32.2pp |
| Employer contribution / active EE | $7,915 | $2,369+234.0% | $3,023+161.8% | $2,755+187.3% |
| Participant deferral / active EE | $4,564 | $4,118+10.8% | $5,053-9.7% | $4,296+6.2% |
| Admin fee / account holder | $17,018 | $8,049+111.4% | $9,451+80.1% | $6,918+146.0% |