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 | $84,528 | $86,929-2.8% | $102,423-17.5% | $80,856+4.5% |
| Participation rate | 86.7% | 72.4%+14.3pp | 76.5%+10.2pp | 67.6%+19.0pp |
| Annual return | 9.28% | 18.88%-9.6pp | 29.32%-20.0pp | 35.59%-26.3pp |
| Employer contribution / active EE | $4,095 | $2,369+72.8% | $3,023+35.4% | $2,755+48.6% |
| Participant deferral / active EE | $4,094 | $4,118-0.6% | $5,053-19.0% | $4,296-4.7% |
| Admin fee / account holder | $24,460 | $8,049+203.9% | $9,451+158.8% | $6,918+253.6% |