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 | $84,440 | $101,724-17.0% | $164,813-48.8% | $80,856+4.4% |
| Participation rate | 96.8% | 71.8%+24.9pp | 78.6%+18.2pp | 67.6%+29.1pp |
| Annual return | 8.32% | 16.72%-8.4pp | 69.93%-61.6pp | 35.59%-27.3pp |
| Employer contribution / active EE | $1,109 | $2,953-62.4% | $4,341-74.4% | $2,755-59.7% |
| Participant deferral / active EE | $6,349 | $4,477+41.8% | $6,031+5.3% | $4,296+47.8% |
| Admin fee / account holder | $17,585 | $8,227+113.7% | $12,690+38.6% | $6,918+154.2% |