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 | $69,107 | $74,927-7.8% | $101,794-32.1% | $84,808-18.5% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 4.62% | 18.70%-14.1pp | 30.53%-25.9pp | 40.90%-36.3pp |
| Employer contribution / active EE | $3,064 | $1,522+101.3% | $2,289+33.9% | $2,631+16.5% |
| Participant deferral / active EE | $3,616 | $3,099+16.7% | $4,084-11.5% | $4,212-14.1% |
| Admin fee / account holder | $8,193 | $6,514+25.8% | $8,777-6.7% | $7,344+11.6% |