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 | $75,847 | $95,803-20.8% | $113,168-33.0% | $84,808-10.6% |
| Participation rate | 86.4% | 72.9%+13.5pp | 76.6%+9.8pp | 68.3%+18.1pp |
| Annual return | 11.70% | 25.00%-13.3pp | 24.27%-12.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,926 | $2,360-18.4% | $2,975-35.3% | $2,631-26.8% |
| Participant deferral / active EE | $5,739 | $4,242+35.3% | $5,107+12.4% | $4,212+36.3% |
| Admin fee / account holder | $10,000 | $8,989+11.2% | $12,068-17.1% | $7,344+36.2% |