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 | $93,110 | $46,869+98.7% | $122,332-23.9% | $70,131+32.8% |
| Participation rate | 79.4% | 58.2%+21.2pp | 71.6%+7.8pp | 69.5%+9.9pp |
| Annual return | 12.99% | 24.22%-11.2pp | 30.27%-17.3pp | 73.14%-60.1pp |
| Employer contribution / active EE | $2,996 | $1,288+132.7% | $4,050-26.0% | $2,342+27.9% |
| Participant deferral / active EE | $2,989 | $2,166+38.0% | $3,287-9.1% | $3,332-10.3% |
| Admin fee / account holder | $3,062 | $3,322-7.8% | $5,478-44.1% | $4,645-34.1% |