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 | $76,528 | $81,460-6.1% | $103,333-25.9% | $80,856-5.4% |
| Participation rate | 70.2% | 66.8%+3.4pp | 74.5%-4.3pp | 67.6%+2.6pp |
| Annual return | 8.54% | 25.55%-17.0pp | 24.88%-16.3pp | 35.59%-27.1pp |
| Employer contribution / active EE | $2,520 | $3,105-18.9% | $3,868-34.9% | $2,755-8.5% |
| Participant deferral / active EE | $5,015 | $3,869+29.6% | $5,057-0.8% | $4,296+16.7% |
| Admin fee / account holder | $34,295 | $6,566+422.3% | $8,355+310.5% | $6,918+395.7% |