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 | $86,401 | $81,208+6.4% | $98,907-12.6% | $79,858+8.2% |
| Participation rate | 96.7% | 72.5%+24.2pp | 76.0%+20.6pp | 69.6%+27.0pp |
| Annual return | 8.99% | 60.99%-52.0pp | 196.43%-187.4pp | 31.71%-22.7pp |
| Employer contribution / active EE | $1,958 | $1,960-0.1% | $2,689-27.2% | $2,471-20.8% |
| Participant deferral / active EE | $8,522 | $3,265+161.0% | $4,244+100.8% | $3,740+127.9% |
| Admin fee / account holder | $18,539 | $6,013+208.3% | $6,642+179.1% | $5,306+249.4% |