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 | $76,530 | $109,413-30.1% | $156,263-51.0% | $84,808-9.8% |
| Participation rate | 98.1% | 72.7%+25.4pp | 78.9%+19.2pp | 68.3%+29.8pp |
| Annual return | 12.00% | 20.18%-8.2pp | 59.47%-47.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $2,520 | $2,907-13.3% | $4,333-41.8% | $2,631-4.2% |
| Participant deferral / active EE | $3,461 | $4,590-24.6% | $6,158-43.8% | $4,212-17.8% |
| Admin fee / account holder | $2,592 | $9,357-72.3% | $14,255-81.8% | $7,344-64.7% |