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 | $86,057 | $87,013-1.1% | $106,213-19.0% | $80,856+6.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 9.51% | 17.05%-7.5pp | 116.14%-106.6pp | 35.59%-26.1pp |
| Employer contribution / active EE | $2,262 | $2,395-5.6% | $3,171-28.7% | $2,755-17.9% |
| Participant deferral / active EE | $5,232 | $3,986+31.3% | $5,016+4.3% | $4,296+21.8% |
| Admin fee / account holder | $6,002 | $8,431-28.8% | $11,033-45.6% | $6,918-13.2% |