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 | $61,199 | $63,355-3.4% | $91,989-33.5% | $72,985-16.1% |
| Participation rate | 71.4% | 72.5%-1.1pp | 78.6%-7.2pp | 69.5%+1.9pp |
| Annual return | 19.08% | 35.35%-16.3pp | 69.02%-49.9pp | 81.00%-61.9pp |
| Employer contribution / active EE | $5,141 | $2,116+143.0% | $3,452+48.9% | $2,440+110.7% |
| Participant deferral / active EE | $4,920 | $4,883+0.8% | $5,923-16.9% | $3,607+36.4% |
| Admin fee / account holder | $4,419 | $4,668-5.3% | $7,743-42.9% | $5,124-13.8% |