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 | $71,418 | $55,706+28.2% | $75,886-5.9% | $72,985-2.1% |
| Participation rate | 96.2% | 61.1%+35.0pp | 69.3%+26.9pp | 69.5%+26.7pp |
| Annual return | 15.12% | 27.59%-12.5pp | 30.76%-15.6pp | 81.00%-65.9pp |
| Employer contribution / active EE | $2,142 | $1,687+27.0% | $2,500-14.3% | $2,440-12.2% |
| Participant deferral / active EE | $2,803 | $2,634+6.4% | $3,603-22.2% | $3,607-22.3% |
| Admin fee / account holder | $6,910 | $3,978+73.7% | $5,418+27.5% | $5,124+34.8% |