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 | $67,611 | $138,562-51.2% | $246,525-72.6% | $116,875-42.2% |
| Participation rate | 90.6% | 72.8%+17.8pp | 82.0%+8.6pp | 74.5%+16.0pp |
| Annual return | 10.69% | 16.14%-5.5pp | 0.46%+10.2pp | 16.29%-5.6pp |
| Employer contribution / active EE | $3,626 | $4,835-25.0% | $7,467-51.4% | $3,288+10.3% |
| Participant deferral / active EE | $5,711 | $4,207+35.8% | $5,422+5.3% | $3,885+47.0% |
| Admin fee / account holder | $18,950 | $18,110+4.6% | $16,551+14.5% | $12,263+54.5% |