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 | $91,435 | $76,367+19.7% | $93,606-2.3% | $72,985+25.3% |
| Participation rate | 89.2% | 71.7%+17.5pp | 75.8%+13.4pp | 69.5%+19.7pp |
| Annual return | 3.34% | 25.82%-22.5pp | 32.76%-29.4pp | 81.00%-77.7pp |
| Employer contribution / active EE | $1,714 | $2,275-24.7% | $2,718-36.9% | $2,440-29.8% |
| Participant deferral / active EE | $3,568 | $3,538+0.8% | $4,069-12.3% | $3,607-1.1% |
| Admin fee / account holder | $3,712 | $6,838-45.7% | $7,888-52.9% | $5,124-27.6% |