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 | $87,372 | $77,503+12.7% | $100,391-13.0% | $80,856+8.1% |
| Participation rate | 94.0% | 76.9%+17.1pp | 81.5%+12.5pp | 67.6%+26.4pp |
| Annual return | 11.00% | 37.20%-26.2pp | 49.20%-38.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,894 | $2,801-32.4% | $3,942-52.0% | $2,755-31.3% |
| Participant deferral / active EE | $4,469 | $6,820-34.5% | $8,082-44.7% | $4,296+4.0% |
| Admin fee / account holder | $16,567 | $5,897+180.9% | $7,899+109.7% | $6,918+139.5% |