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 | $84,060 | $91,190-7.8% | $178,490-52.9% | $79,858+5.3% |
| Participation rate | 94.6% | 69.2%+25.4pp | 81.9%+12.7pp | 69.6%+25.0pp |
| Annual return | 6.04% | 24.19%-18.2pp | 151.07%-145.0pp | 31.71%-25.7pp |
| Employer contribution / active EE | $2,296 | $3,256-29.5% | $5,011-54.2% | $2,471-7.1% |
| Participant deferral / active EE | $3,045 | $3,236-5.9% | $5,202-41.5% | $3,740-18.6% |
| Admin fee / account holder | $6,951 | $6,751+3.0% | $13,984-50.3% | $5,306+31.0% |