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 | $86,624 | $109,413-20.8% | $156,263-44.6% | $84,808+2.1% |
| Participation rate | 87.3% | 72.7%+14.6pp | 78.9%+8.4pp | 68.3%+19.0pp |
| Annual return | 12.25% | 20.18%-7.9pp | 59.47%-47.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,717 | $2,907-6.5% | $4,333-37.3% | $2,631+3.3% |
| Participant deferral / active EE | $8,460 | $4,590+84.3% | $6,158+37.4% | $4,212+100.9% |
| Admin fee / account holder | $28,826 | $9,357+208.1% | $14,255+102.2% | $7,344+292.5% |