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 | $95,314 | $91,190+4.5% | $178,490-46.6% | $79,858+19.4% |
| Participation rate | 84.4% | 69.2%+15.2pp | 81.9%+2.5pp | 69.6%+14.7pp |
| Annual return | 7.19% | 24.19%-17.0pp | 151.07%-143.9pp | 31.71%-24.5pp |
| Employer contribution / active EE | $1,898 | $3,256-41.7% | $5,011-62.1% | $2,471-23.2% |
| Participant deferral / active EE | $3,454 | $3,236+6.7% | $5,202-33.6% | $3,740-7.6% |
| Admin fee / account holder | $5,975 | $6,751-11.5% | $13,984-57.3% | $5,306+12.6% |