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 | $86,694 | $71,516+21.2% | $98,439-11.9% | $71,457+21.3% |
| Participation rate | 77.2% | 72.7%+4.5pp | 75.2%+2.1pp | 67.9%+9.3pp |
| Annual return | 10.07% | 32.41%-22.3pp | 21.16%-11.1pp | 28.85%-18.8pp |
| Employer contribution / active EE | $689 | $2,399-71.3% | $3,048-77.4% | $2,588-73.4% |
| Participant deferral / active EE | $4,485 | $4,109+9.1% | $4,738-5.3% | $4,289+4.6% |
| Admin fee / account holder | $19,223 | $1,675+1047.8% | $8,948+114.8% | $1,587+1111.1% |