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 | $76,421 | $68,719+11.2% | $91,541-16.5% | $84,808-9.9% |
| Participation rate | 86.7% | 64.5%+22.2pp | 69.8%+16.9pp | 68.3%+18.4pp |
| Annual return | 12.72% | 19.12%-6.4pp | 20.50%-7.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,365 | $1,920+23.2% | $2,505-5.6% | $2,631-10.1% |
| Participant deferral / active EE | $3,950 | $3,136+26.0% | $4,008-1.4% | $4,212-6.2% |
| Admin fee / account holder | $4,238 | $5,786-26.8% | $6,956-39.1% | $7,344-42.3% |