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 | $85,962 | $53,777+59.8% | $134,143-35.9% | $79,858+7.6% |
| Participation rate | 70.2% | 58.8%+11.4pp | 72.2%-2.0pp | 69.6%+0.5pp |
| Annual return | 9.82% | 19.01%-9.2pp | 36.33%-26.5pp | 31.71%-21.9pp |
| Employer contribution / active EE | $1,578 | $1,321+19.4% | $3,704-57.4% | $2,471-36.1% |
| Participant deferral / active EE | $2,809 | $2,420+16.0% | $3,499-19.7% | $3,740-24.9% |
| Admin fee / account holder | $14,661 | $3,984+268.0% | $6,684+119.3% | $5,306+176.3% |