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 | $71,298 | $83,477-14.6% | $125,175-43.0% | $72,985-2.3% |
| Participation rate | 87.8% | 73.3%+14.5pp | 79.8%+8.0pp | 69.5%+18.3pp |
| Annual return | 12.62% | 25.78%-13.2pp | 43.79%-31.2pp | 81.00%-68.4pp |
| Employer contribution / active EE | $1,595 | $2,345-32.0% | $3,865-58.7% | $2,440-34.6% |
| Participant deferral / active EE | $2,735 | $3,585-23.7% | $4,937-44.6% | $3,607-24.2% |
| Admin fee / account holder | $1,929 | $5,517-65.0% | $9,702-80.1% | $5,124-62.4% |