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 | $74,096 | $65,365+13.4% | $92,893-20.2% | $72,985+1.5% |
| Participation rate | 97.3% | 68.3%+28.9pp | 76.0%+21.3pp | 69.5%+27.8pp |
| Annual return | 3.85% | 42.10%-38.3pp | 109.41%-105.6pp | 81.00%-77.2pp |
| Employer contribution / active EE | $1,907 | $2,594-26.5% | $3,653-47.8% | $2,440-21.8% |
| Participant deferral / active EE | $3,359 | $3,128+7.4% | $4,236-20.7% | $3,607-6.9% |
| Admin fee / account holder | $19,958 | $4,251+369.4% | $5,794+244.5% | $5,124+289.5% |