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 | $89,017 | $72,114+23.4% | $108,745-18.1% | $62,891+41.5% |
| Participation rate | 97.0% | 74.6%+22.4pp | 77.7%+19.3pp | 69.3%+27.7pp |
| Annual return | 5.54% | 13.41%-7.9pp | 46.22%-40.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,732 | $2,694-35.7% | $3,323-47.9% | $2,281-24.0% |
| Participant deferral / active EE | $4,285 | $4,044+5.9% | $5,121-16.3% | $3,203+33.8% |
| Admin fee / account holder | $8,428 | $4,608+82.9% | $6,144+37.2% | $4,296+96.2% |