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 | $88,398 | $60,022+47.3% | $88,946-0.6% | $84,808+4.2% |
| Participation rate | 70.9% | 57.8%+13.1pp | 68.8%+2.1pp | 68.3%+2.6pp |
| Annual return | 10.83% | 22.43%-11.6pp | 57.82%-47.0pp | 40.90%-30.1pp |
| Employer contribution / active EE | $3,675 | $1,703+115.9% | $2,555+43.9% | $2,631+39.7% |
| Participant deferral / active EE | $1,731 | $3,114-44.4% | $4,581-62.2% | $4,212-58.9% |
| Admin fee / account holder | $20,932 | $4,811+335.1% | $8,261+153.4% | $7,344+185.0% |