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 | $69,889 | $109,413-36.1% | $156,263-55.3% | $84,808-17.6% |
| Participation rate | 78.1% | 72.7%+5.4pp | 78.9%-0.8pp | 68.3%+9.8pp |
| Annual return | 12.47% | 20.18%-7.7pp | 59.47%-47.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,626 | $2,907-44.1% | $4,333-62.5% | $2,631-38.2% |
| Participant deferral / active EE | $3,396 | $4,590-26.0% | $6,158-44.9% | $4,212-19.4% |
| Admin fee / account holder | $12,551 | $9,357+34.1% | $14,255-12.0% | $7,344+70.9% |