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 | $82,432 | $74,927+10.0% | $101,794-19.0% | $84,808-2.8% |
| Participation rate | 84.6% | 61.4%+23.2pp | 69.2%+15.4pp | 68.3%+16.3pp |
| Annual return | 10.09% | 18.70%-8.6pp | 30.53%-20.4pp | 40.90%-30.8pp |
| Employer contribution / active EE | $2,219 | $1,522+45.8% | $2,289-3.0% | $2,631-15.6% |
| Participant deferral / active EE | $4,008 | $3,099+29.3% | $4,084-1.9% | $4,212-4.8% |
| Admin fee / account holder | $30,664 | $6,514+370.7% | $8,777+249.4% | $7,344+317.5% |