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 | $87,574 | $72,492+20.8% | $87,100+0.5% | $72,985+20.0% |
| Participation rate | 73.1% | 72.8%+0.3pp | 76.9%-3.8pp | 69.5%+3.6pp |
| Annual return | 2.48% | 24.46%-22.0pp | 28.19%-25.7pp | 81.00%-78.5pp |
| Employer contribution / active EE | $632 | $1,894-66.7% | $2,521-75.0% | $2,440-74.1% |
| Participant deferral / active EE | $3,310 | $3,270+1.2% | $4,049-18.3% | $3,607-8.3% |
| Admin fee / account holder | $3,097 | $5,055-38.7% | $7,497-58.7% | $5,124-39.6% |