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 | $72,510 | $109,413-33.7% | $156,263-53.6% | $84,808-14.5% |
| Participation rate | 85.2% | 72.7%+12.5pp | 78.9%+6.3pp | 68.3%+16.9pp |
| Annual return | 11.13% | 20.18%-9.0pp | 59.47%-48.3pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,654 | $2,907-43.1% | $4,333-61.8% | $2,631-37.1% |
| Participant deferral / active EE | $4,243 | $4,590-7.6% | $6,158-31.1% | $4,212+0.7% |
| Admin fee / account holder | $8,859 | $9,357-5.3% | $14,255-37.9% | $7,344+20.6% |