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 | $71,443 | $81,460-12.3% | $103,333-30.9% | $80,856-11.6% |
| Participation rate | 87.5% | 66.8%+20.7pp | 74.5%+13.0pp | 67.6%+19.9pp |
| Annual return | 6.78% | 25.55%-18.8pp | 24.88%-18.1pp | 35.59%-28.8pp |
| Employer contribution / active EE | $5,428 | $3,105+74.8% | $3,868+40.3% | $2,755+97.0% |
| Participant deferral / active EE | $3,770 | $3,869-2.6% | $5,057-25.5% | $4,296-12.2% |
| Admin fee / account holder | $8,652 | $6,566+31.8% | $8,355+3.6% | $6,918+25.1% |