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 | $90,535 | $65,395+38.4% | $182,532-50.4% | $72,985+24.0% |
| Participation rate | 92.5% | 65.4%+27.1pp | 78.0%+14.5pp | 69.5%+23.0pp |
| Annual return | 17.48% | 27.68%-10.2pp | 148.54%-131.1pp | 81.00%-63.5pp |
| Employer contribution / active EE | $4,300 | $1,911+125.0% | $4,076+5.5% | $2,440+76.2% |
| Participant deferral / active EE | $8,014 | $3,563+124.9% | $5,524+45.1% | $3,607+122.1% |
| Admin fee / account holder | $6,043 | $4,245+42.4% | $8,592-29.7% | $5,124+17.9% |