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 | $70,912 | $79,449-10.7% | $189,557-62.6% | $85,850-17.4% |
| Participation rate | 77.8% | 66.0%+11.8pp | 78.4%-0.7pp | 69.3%+8.5pp |
| Annual return | 9.67% | 18.45%-8.8pp | 64.17%-54.5pp | 318.53%-308.9pp |
| Employer contribution / active EE | $2,051 | $2,081-1.4% | $4,412-53.5% | $2,565-20.0% |
| Participant deferral / active EE | $4,746 | $4,051+17.2% | $6,174-23.1% | $3,952+20.1% |
| Admin fee / account holder | $4,536 | $5,377-15.6% | $9,807-53.7% | $6,260-27.5% |