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 | $74,992 | $95,803-21.7% | $113,168-33.7% | $84,808-11.6% |
| Participation rate | 93.5% | 72.9%+20.6pp | 76.6%+16.9pp | 68.3%+25.2pp |
| Annual return | 10.32% | 25.00%-14.7pp | 24.27%-14.0pp | 40.90%-30.6pp |
| Employer contribution / active EE | $1,871 | $2,360-20.7% | $2,975-37.1% | $2,631-28.9% |
| Participant deferral / active EE | $5,787 | $4,242+36.4% | $5,107+13.3% | $4,212+37.4% |
| Admin fee / account holder | $22,084 | $8,989+145.7% | $12,068+83.0% | $7,344+200.7% |