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 | $82,446 | $81,460+1.2% | $103,333-20.2% | $80,856+2.0% |
| Participation rate | 81.7% | 66.8%+14.9pp | 74.5%+7.2pp | 67.6%+14.1pp |
| Annual return | 8.95% | 25.55%-16.6pp | 24.88%-15.9pp | 35.59%-26.6pp |
| Employer contribution / active EE | $2,195 | $3,105-29.3% | $3,868-43.2% | $2,755-20.3% |
| Participant deferral / active EE | $1,922 | $3,869-50.3% | $5,057-62.0% | $4,296-55.2% |
| Admin fee / account holder | $1,627 | $6,566-75.2% | $8,355-80.5% | $6,918-76.5% |