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 | $60,366 | $58,512+3.2% | $84,015-28.1% | $72,985-17.3% |
| Participation rate | 97.9% | 61.2%+36.7pp | 69.0%+28.9pp | 69.5%+28.4pp |
| Annual return | 14.78% | 28.93%-14.2pp | 71.31%-56.5pp | 81.00%-66.2pp |
| Employer contribution / active EE | $2,922 | $1,163+151.2% | $1,983+47.3% | $2,440+19.7% |
| Participant deferral / active EE | $2,465 | $2,394+3.0% | $3,239-23.9% | $3,607-31.7% |
| Admin fee / account holder | $6,375 | $4,569+39.5% | $6,101+4.5% | $5,124+24.4% |