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 | $86,934 | $37,426+132.3% | $77,482+12.2% | $79,858+8.9% |
| Participation rate | 96.2% | 41.5%+54.7pp | 54.2%+42.0pp | 69.6%+26.6pp |
| Annual return | 9.52% | 39.70%-30.2pp | 54.79%-45.3pp | 31.71%-22.2pp |
| Employer contribution / active EE | $2,582 | $637+305.6% | $986+161.8% | $2,471+4.5% |
| Participant deferral / active EE | $1,352 | $1,260+7.3% | $1,861-27.4% | $3,740-63.9% |
| Admin fee / account holder | $6,548 | $2,504+161.5% | $2,858+129.1% | $5,306+23.4% |