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 | $77,887 | $78,422-0.7% | $95,952-18.8% | $79,858-2.5% |
| Participation rate | 96.4% | 73.5%+22.9pp | 77.1%+19.4pp | 69.6%+26.8pp |
| Annual return | 8.68% | 19.37%-10.7pp | 91.61%-82.9pp | 31.71%-23.0pp |
| Employer contribution / active EE | $1,229 | $1,945-36.8% | $2,541-51.6% | $2,471-50.2% |
| Participant deferral / active EE | $3,412 | $3,440-0.8% | $4,167-18.1% | $3,740-8.8% |
| Admin fee / account holder | $7,181 | $5,622+27.7% | $6,795+5.7% | $5,306+35.3% |