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 | $73,933 | $67,606+9.4% | $82,313-10.2% | $70,131+5.4% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 4.09% | 21.57%-17.5pp | 25.88%-21.8pp | 73.14%-69.0pp |
| Employer contribution / active EE | $2,500 | $1,755+42.5% | $2,428+3.0% | $2,342+6.7% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,230 | $4,512-72.7% | $5,608-78.1% | $4,645-73.5% |