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 | $78,978 | $60,892+29.7% | $82,389-4.1% | $84,808-6.9% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 10.79% | 37.29%-26.5pp | 28.67%-17.9pp | 40.90%-30.1pp |
| Employer contribution / active EE | $3,055 | $1,779+71.7% | $2,517+21.4% | $2,631+16.1% |
| Participant deferral / active EE | $5,254 | $3,179+65.3% | $4,155+26.5% | $4,212+24.7% |
| Admin fee / account holder | $9,393 | $5,467+71.8% | $7,231+29.9% | $7,344+27.9% |