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 | $62,976 | $50,972+23.6% | $88,538-28.9% | $72,985-13.7% |
| Participation rate | 84.4% | 63.4%+21.0pp | 68.7%+15.6pp | 69.5%+14.9pp |
| Annual return | 12.12% | 29.62%-17.5pp | 43.64%-31.5pp | 81.00%-68.9pp |
| Employer contribution / active EE | $2,680 | $1,475+81.7% | $2,098+27.7% | $2,440+9.8% |
| Participant deferral / active EE | $1,865 | $2,230-16.4% | $2,914-36.0% | $3,607-48.3% |
| Admin fee / account holder | $927 | $3,230-71.3% | $4,310-78.5% | $5,124-81.9% |