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 | $86,494 | $94,625-8.6% | $116,228-25.6% | $84,808+2.0% |
| Participation rate | 82.5% | 70.4%+12.1pp | 74.6%+8.0pp | 68.3%+14.2pp |
| Annual return | 9.48% | 20.40%-10.9pp | 90.06%-80.6pp | 40.90%-31.4pp |
| Employer contribution / active EE | $2,075 | $2,347-11.6% | $2,994-30.7% | $2,631-21.1% |
| Participant deferral / active EE | $3,926 | $3,972-1.1% | $4,953-20.7% | $4,212-6.8% |
| Admin fee / account holder | $4,683 | $10,091-53.6% | $11,989-60.9% | $7,344-36.2% |