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 | $87,512 | $74,927+16.8% | $101,794-14.0% | $84,808+3.2% |
| Participation rate | 74.4% | 61.4%+13.0pp | 69.2%+5.2pp | 68.3%+6.0pp |
| Annual return | 12.53% | 18.70%-6.2pp | 30.53%-18.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $3,619 | $1,522+137.8% | $2,289+58.1% | $2,631+37.5% |
| Participant deferral / active EE | $3,209 | $3,099+3.5% | $4,084-21.4% | $4,212-23.8% |
| Admin fee / account holder | $4,005 | $6,514-38.5% | $8,777-54.4% | $7,344-45.5% |