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 | $84,314 | $80,717+4.5% | $154,803-45.5% | $84,808-0.6% |
| Participation rate | 92.1% | 66.8%+25.3pp | 78.1%+14.0pp | 68.3%+23.8pp |
| Annual return | 11.92% | 37.96%-26.0pp | 58.88%-47.0pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,845 | $2,761+3.0% | $4,305-33.9% | $2,631+8.1% |
| Participant deferral / active EE | $2,731 | $3,303-17.3% | $5,540-50.7% | $4,212-35.2% |
| Admin fee / account holder | $4,730 | $6,746-29.9% | $14,329-67.0% | $7,344-35.6% |