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 | $87,700 | $72,492+21.0% | $87,100+0.7% | $72,985+20.2% |
| Participation rate | 85.3% | 72.8%+12.5pp | 76.9%+8.4pp | 69.5%+15.8pp |
| Annual return | 3.33% | 24.46%-21.1pp | 28.19%-24.9pp | 81.00%-77.7pp |
| Employer contribution / active EE | $1,471 | $1,894-22.4% | $2,521-41.7% | $2,440-39.7% |
| Participant deferral / active EE | $4,788 | $3,270+46.4% | $4,049+18.3% | $3,607+32.7% |
| Admin fee / account holder | $33,566 | $5,055+564.0% | $7,497+347.8% | $5,124+555.0% |