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 | $99,391 | $93,571+6.2% | $135,903-26.9% | $75,163+32.2% |
| Participation rate | 88.2% | 75.2%+13.1pp | 81.9%+6.3pp | 67.2%+21.0pp |
| Annual return | 14.54% | 30.90%-16.4pp | 68.23%-53.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,583 | $3,537-55.2% | $4,856-67.4% | $2,670-40.7% |
| Participant deferral / active EE | $9,050 | $6,404+41.3% | $7,758+16.7% | $4,125+119.4% |
| Admin fee / account holder | $1,312 | $6,975-81.2% | $10,762-87.8% | $5,651-76.8% |