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 | $70,733 | $65,365+8.2% | $92,893-23.9% | $72,985-3.1% |
| Participation rate | 92.0% | 68.3%+23.7pp | 76.0%+16.0pp | 69.5%+22.5pp |
| Annual return | 2.32% | 42.10%-39.8pp | 109.41%-107.1pp | 81.00%-78.7pp |
| Employer contribution / active EE | $3,370 | $2,594+29.9% | $3,653-7.7% | $2,440+38.1% |
| Participant deferral / active EE | $2,358 | $3,128-24.6% | $4,236-44.3% | $3,607-34.6% |
| Admin fee / account holder | $401 | $4,251-90.6% | $5,794-93.1% | $5,124-92.2% |