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 | $81,916 | $86,929-5.8% | $102,423-20.0% | $80,856+1.3% |
| Participation rate | 95.2% | 72.4%+22.9pp | 76.5%+18.7pp | 67.6%+27.6pp |
| Annual return | 9.90% | 18.88%-9.0pp | 29.32%-19.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $2,924 | $2,369+23.4% | $3,023-3.3% | $2,755+6.2% |
| Participant deferral / active EE | $4,688 | $4,118+13.8% | $5,053-7.2% | $4,296+9.1% |
| Admin fee / account holder | $3,210 | $8,049-60.1% | $9,451-66.0% | $6,918-53.6% |