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 | $86,010 | $89,753-4.2% | $107,525-20.0% | $84,808+1.4% |
| Participation rate | 89.7% | 68.1%+21.6pp | 75.1%+14.6pp | 68.3%+21.3pp |
| Annual return | 8.83% | 29.48%-20.6pp | 181.32%-172.5pp | 40.90%-32.1pp |
| Employer contribution / active EE | $7,278 | $3,113+133.8% | $3,754+93.9% | $2,631+176.6% |
| Participant deferral / active EE | $4,207 | $4,056+3.7% | $5,116-17.8% | $4,212-0.1% |
| Admin fee / account holder | $2,715 | $7,222-62.4% | $8,919-69.6% | $7,344-63.0% |