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 | $77,627 | $68,719+13.0% | $91,541-15.2% | $84,808-8.5% |
| Participation rate | 80.7% | 64.5%+16.2pp | 69.8%+10.9pp | 68.3%+12.4pp |
| Annual return | 9.74% | 19.12%-9.4pp | 20.50%-10.8pp | 40.90%-31.2pp |
| Employer contribution / active EE | $1,098 | $1,920-42.8% | $2,505-56.1% | $2,631-58.3% |
| Participant deferral / active EE | $1,672 | $3,136-46.7% | $4,008-58.3% | $4,212-60.3% |
| Admin fee / account holder | $2,824 | $5,786-51.2% | $6,956-59.4% | $7,344-61.5% |