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 | $63,785 | $109,881-42.0% | $150,045-57.5% | $84,808-24.8% |
| Participation rate | 81.8% | 76.1%+5.7pp | 82.3%-0.5pp | 68.3%+13.5pp |
| Annual return | 13.34% | 28.25%-14.9pp | 62.55%-49.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $4,808 | $3,561+35.0% | $4,693+2.5% | $2,631+82.8% |
| Participant deferral / active EE | $10,117 | $6,636+52.5% | $7,997+26.5% | $4,212+140.2% |
| Admin fee / account holder | $9,721 | $8,568+13.5% | $13,435-27.6% | $7,344+32.4% |