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 | $59,233 | $76,367-22.4% | $93,606-36.7% | $72,985-18.8% |
| Participation rate | 81.6% | 71.7%+9.9pp | 75.8%+5.8pp | 69.5%+12.1pp |
| Annual return | 8.52% | 25.82%-17.3pp | 32.76%-24.2pp | 81.00%-72.5pp |
| Employer contribution / active EE | $2,046 | $2,275-10.1% | $2,718-24.7% | $2,440-16.1% |
| Participant deferral / active EE | $3,578 | $3,538+1.1% | $4,069-12.1% | $3,607-0.8% |
| Admin fee / account holder | $8,097 | $6,838+18.4% | $7,888+2.6% | $5,124+58.0% |