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 | $91,992 | $87,841+4.7% | $133,980-31.3% | $62,891+46.3% |
| Participation rate | 98.7% | 83.4%+15.3pp | 87.1%+11.7pp | 69.3%+29.4pp |
| Annual return | 4.09% | 12.05%-8.0pp | 29.30%-25.2pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,698 | $3,483-51.3% | $5,211-67.4% | $2,281-25.6% |
| Participant deferral / active EE | $3,046 | $4,812-36.7% | $6,282-51.5% | $3,203-4.9% |
| Admin fee / account holder | $3,727 | $5,371-30.6% | $9,324-60.0% | $4,296-13.2% |