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 | $77,808 | $68,719+13.2% | $91,541-15.0% | $84,808-8.3% |
| Participation rate | 75.6% | 64.5%+11.0pp | 69.8%+5.8pp | 68.3%+7.2pp |
| Annual return | 11.10% | 19.12%-8.0pp | 20.50%-9.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $4,719 | $1,920+145.8% | $2,505+88.4% | $2,631+79.4% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $4,008-100.0% | $4,212-100.0% |
| Admin fee / account holder | $14,068 | $5,786+143.1% | $6,956+102.2% | $7,344+91.6% |