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 | $71,160 | $109,881-35.2% | $150,045-52.6% | $84,808-16.1% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 14.12% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $4,670 | $3,561+31.1% | $4,693-0.5% | $2,631+77.5% |
| Participant deferral / active EE | $9,950 | $6,636+49.9% | $7,997+24.4% | $4,212+136.3% |
| Admin fee / account holder | $6,645 | $8,568-22.4% | $13,435-50.5% | $7,344-9.5% |