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 | $60,880 | $138,347-56.0% | $184,203-66.9% | $80,856-24.7% |
| Participation rate | 98.5% | 83.9%+14.6pp | 86.8%+11.6pp | 67.6%+30.8pp |
| Annual return | 9.47% | 20.02%-10.6pp | 28.81%-19.3pp | 35.59%-26.1pp |
| Employer contribution / active EE | $2,124 | $4,850-56.2% | $6,427-67.0% | $2,755-22.9% |
| Participant deferral / active EE | $4,038 | $7,071-42.9% | $9,131-55.8% | $4,296-6.0% |
| Admin fee / account holder | $3,421 | $10,483-67.4% | $13,901-75.4% | $6,918-50.5% |