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 | $82,625 | $60,892+35.7% | $82,389+0.3% | $84,808-2.6% |
| Participation rate | 80.8% | 63.3%+17.5pp | 69.5%+11.2pp | 68.3%+12.5pp |
| Annual return | 12.74% | 37.29%-24.6pp | 28.67%-15.9pp | 40.90%-28.2pp |
| Employer contribution / active EE | $5,769 | $1,779+224.2% | $2,517+129.2% | $2,631+119.3% |
| Participant deferral / active EE | $5,200 | $3,179+63.6% | $4,155+25.2% | $4,212+23.5% |
| Admin fee / account holder | $4,520 | $5,467-17.3% | $7,231-37.5% | $7,344-38.4% |