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 | $86,531 | $71,829+20.5% | $69,780+24.0% | $142,382-39.2% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.3%+0.7pp | 80.1%-0.1pp |
| Annual return | 9.68% | 31.01%-21.3pp | 26.31%-16.6pp | 217.08%-207.4pp |
| Employer contribution / active EE | $1,965 | $4,385-55.2% | $4,168-52.9% | $4,299-54.3% |
| Participant deferral / active EE | $2,033 | $6,819-70.2% | $6,164-67.0% | $6,507-68.8% |
| Admin fee / account holder | $11,116 | $7,818+42.2% | $7,285+52.6% | $12,624-11.9% |