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 | $94,990 | $60,349+57.4% | $74,183+28.0% | $62,891+51.0% |
| Participation rate | 90.5% | 72.7%+17.8pp | 76.6%+13.9pp | 69.3%+21.2pp |
| Annual return | 1.68% | 21.37%-19.7pp | 17.74%-16.1pp | 20.14%-18.5pp |
| Employer contribution / active EE | $1,627 | $1,680-3.2% | $2,370-31.3% | $2,281-28.7% |
| Participant deferral / active EE | $4,071 | $2,856+42.6% | $3,550+14.7% | $3,203+27.1% |
| Admin fee / account holder | $2,727 | $4,261-36.0% | $5,586-51.2% | $4,296-36.5% |