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 | $84,771 | $89,753-5.6% | $107,525-21.2% | $84,8080% |
| Participation rate | 93.1% | 68.1%+25.0pp | 75.1%+18.0pp | 68.3%+24.8pp |
| Annual return | 11.92% | 29.48%-17.6pp | 181.32%-169.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,931 | $3,113-5.9% | $3,754-21.9% | $2,631+11.4% |
| Participant deferral / active EE | $4,485 | $4,056+10.6% | $5,116-12.3% | $4,212+6.5% |
| Admin fee / account holder | $8,255 | $7,222+14.3% | $8,919-7.4% | $7,344+12.4% |