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 | $81,771 | $80,717+1.3% | $154,803-47.2% | $84,808-3.6% |
| Participation rate | 76.0% | 66.8%+9.2pp | 78.1%-2.1pp | 68.3%+7.7pp |
| Annual return | 10.18% | 37.96%-27.8pp | 58.88%-48.7pp | 40.90%-30.7pp |
| Employer contribution / active EE | $2,903 | $2,761+5.1% | $4,305-32.6% | $2,631+10.4% |
| Participant deferral / active EE | $7,054 | $3,303+113.6% | $5,540+27.3% | $4,212+67.5% |
| Admin fee / account holder | $35,007 | $6,746+419.0% | $14,329+144.3% | $7,344+376.7% |