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 | $84,371 | $86,929-2.9% | $102,423-17.6% | $80,856+4.3% |
| Participation rate | 91.8% | 72.4%+19.5pp | 76.5%+15.3pp | 67.6%+24.2pp |
| Annual return | 10.27% | 18.88%-8.6pp | 29.32%-19.1pp | 35.59%-25.3pp |
| Employer contribution / active EE | $2,171 | $2,369-8.4% | $3,023-28.2% | $2,755-21.2% |
| Participant deferral / active EE | $5,051 | $4,118+22.6% | $5,0530% | $4,296+17.6% |
| Admin fee / account holder | $1,874 | $8,049-76.7% | $9,451-80.2% | $6,918-72.9% |