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 | $83,904 | $95,803-12.4% | $113,168-25.9% | $84,808-1.1% |
| Participation rate | 83.0% | 72.9%+10.1pp | 76.6%+6.4pp | 68.3%+14.6pp |
| Annual return | 6.42% | 25.00%-18.6pp | 24.27%-17.8pp | 40.90%-34.5pp |
| Employer contribution / active EE | $2,593 | $2,360+9.9% | $2,975-12.9% | $2,631-1.5% |
| Participant deferral / active EE | $5,399 | $4,242+27.3% | $5,107+5.7% | $4,212+28.2% |
| Admin fee / account holder | $998 | $8,989-88.9% | $12,068-91.7% | $7,344-86.4% |