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 | $70,016 | $98,750-29.1% | $149,696-53.2% | $79,858-12.3% |
| Participation rate | 77.6% | 75.8%+1.8pp | 82.5%-4.9pp | 69.6%+7.9pp |
| Annual return | 11.93% | 27.43%-15.5pp | 276.60%-264.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $2,001 | $3,216-37.8% | $4,644-56.9% | $2,471-19.0% |
| Participant deferral / active EE | $3,555 | $5,680-37.4% | $6,842-48.0% | $3,740-5.0% |
| Admin fee / account holder | $3,439 | $6,053-43.2% | $9,309-63.1% | $5,306-35.2% |