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 | $73,175 | $81,460-10.2% | $103,333-29.2% | $80,856-9.5% |
| Participation rate | 95.3% | 66.8%+28.5pp | 74.5%+20.8pp | 67.6%+27.7pp |
| Annual return | 10.44% | 25.55%-15.1pp | 24.88%-14.4pp | 35.59%-25.2pp |
| Employer contribution / active EE | $3,246 | $3,105+4.5% | $3,868-16.1% | $2,755+17.8% |
| Participant deferral / active EE | $5,999 | $3,869+55.1% | $5,057+18.6% | $4,296+39.6% |
| Admin fee / account holder | $11,674 | $6,566+77.8% | $8,355+39.7% | $6,918+68.7% |