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 | $87,970 | $123,793-28.9% | $177,821-50.5% | $79,858+10.2% |
| Participation rate | 86.7% | 84.7%+2.0pp | 87.7%-1.1pp | 69.6%+17.0pp |
| Annual return | 0.68% | 22.82%-22.1pp | 48.32%-47.6pp | 31.71%-31.0pp |
| Employer contribution / active EE | $2,574 | $4,095-37.1% | $5,918-56.5% | $2,471+4.2% |
| Participant deferral / active EE | $5,775 | $5,956-3.1% | $7,714-25.1% | $3,740+54.4% |
| Admin fee / account holder | $729 | $7,243-89.9% | $12,427-94.1% | $5,306-86.3% |