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 | $84,525 | $80,968+4.4% | $96,544-12.4% | $75,163+12.5% |
| Participation rate | 84.0% | 71.8%+12.2pp | 76.0%+8.0pp | 67.2%+16.8pp |
| Annual return | 11.64% | 27.06%-15.4pp | 25.84%-14.2pp | 160.62%-149.0pp |
| Employer contribution / active EE | $1,821 | $2,282-20.2% | $2,965-38.6% | $2,670-31.8% |
| Participant deferral / active EE | $2,483 | $3,928-36.8% | $4,851-48.8% | $4,125-39.8% |
| Admin fee / account holder | $5,567 | $6,724-17.2% | $8,252-32.5% | $5,651-1.5% |