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 | $90,469 | $101,724-11.1% | $164,813-45.1% | $80,856+11.9% |
| Participation rate | 92.5% | 71.8%+20.7pp | 78.6%+13.9pp | 67.6%+24.9pp |
| Annual return | 8.89% | 16.72%-7.8pp | 69.93%-61.0pp | 35.59%-26.7pp |
| Employer contribution / active EE | $889 | $2,953-69.9% | $4,341-79.5% | $2,755-67.7% |
| Participant deferral / active EE | $4,498 | $4,477+0.5% | $6,031-25.4% | $4,296+4.7% |
| Admin fee / account holder | $3,857 | $8,227-53.1% | $12,690-69.6% | $6,918-44.2% |