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 | $75,730 | $60,892+24.4% | $82,389-8.1% | $84,808-10.7% |
| Participation rate | 90.5% | 63.3%+27.2pp | 69.5%+20.9pp | 68.3%+22.2pp |
| Annual return | 10.64% | 37.29%-26.7pp | 28.67%-18.0pp | 40.90%-30.3pp |
| Employer contribution / active EE | $2,160 | $1,779+21.4% | $2,517-14.2% | $2,631-17.9% |
| Participant deferral / active EE | $5,693 | $3,179+79.1% | $4,155+37.0% | $4,212+35.2% |
| Admin fee / account holder | $4,981 | $5,467-8.9% | $7,231-31.1% | $7,344-32.2% |