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 | $73,939 | $72,277+2.3% | $101,248-27.0% | $79,858-7.4% |
| Participation rate | 80.0% | 68.5%+11.5pp | 75.8%+4.2pp | 69.6%+10.4pp |
| Annual return | 9.25% | 22.30%-13.0pp | 46.47%-37.2pp | 31.71%-22.5pp |
| Employer contribution / active EE | $1,091 | $2,692-59.5% | $3,660-70.2% | $2,471-55.8% |
| Participant deferral / active EE | $3,145 | $3,282-4.2% | $4,370-28.0% | $3,740-15.9% |
| Admin fee / account holder | $17,835 | $4,400+305.3% | $5,945+200.0% | $5,306+236.1% |