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 | $95,103 | $86,929+9.4% | $102,423-7.1% | $80,856+17.6% |
| Participation rate | 85.9% | 72.4%+13.6pp | 76.5%+9.4pp | 67.6%+18.3pp |
| Annual return | 8.93% | 18.88%-9.9pp | 29.32%-20.4pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,340 | $2,369-43.4% | $3,023-55.7% | $2,755-51.4% |
| Participant deferral / active EE | $5,519 | $4,118+34.0% | $5,053+9.2% | $4,296+28.5% |
| Admin fee / account holder | $3,692 | $8,049-54.1% | $9,451-60.9% | $6,918-46.6% |