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 | $97,727 | $138,347-29.4% | $184,203-46.9% | $80,856+20.9% |
| Participation rate | 93.5% | 83.9%+9.7pp | 86.8%+6.7pp | 67.6%+25.9pp |
| Annual return | 8.87% | 20.02%-11.1pp | 28.81%-19.9pp | 35.59%-26.7pp |
| Employer contribution / active EE | $2,970 | $4,850-38.8% | $6,427-53.8% | $2,755+7.8% |
| Participant deferral / active EE | $3,924 | $7,071-44.5% | $9,131-57.0% | $4,296-8.7% |
| Admin fee / account holder | $20,143 | $10,483+92.1% | $13,901+44.9% | $6,918+191.2% |