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 | $80,055 | $74,927+6.8% | $101,794-21.4% | $84,808-5.6% |
| Participation rate | 84.6% | 61.4%+23.2pp | 69.2%+15.4pp | 68.3%+16.3pp |
| Annual return | 10.97% | 18.70%-7.7pp | 30.53%-19.6pp | 40.90%-29.9pp |
| Employer contribution / active EE | $2,923 | $1,522+92.1% | $2,289+27.7% | $2,631+11.1% |
| Participant deferral / active EE | $6,918 | $3,099+123.2% | $4,084+69.4% | $4,212+64.3% |
| Admin fee / account holder | $8,163 | $6,514+25.3% | $8,777-7.0% | $7,344+11.2% |