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 | $88,029 | $81,248+8.3% | $155,509-43.4% | $80,856+8.9% |
| Participation rate | 92.6% | 66.2%+26.4pp | 78.2%+14.4pp | 67.6%+25.0pp |
| Annual return | 6.63% | 33.31%-26.7pp | 64.67%-58.0pp | 35.59%-29.0pp |
| Employer contribution / active EE | $1,441 | $3,100-53.5% | $4,672-69.2% | $2,755-47.7% |
| Participant deferral / active EE | $3,514 | $3,452+1.8% | $5,626-37.5% | $4,296-18.2% |
| Admin fee / account holder | $14,424 | $7,997+80.4% | $15,912-9.3% | $6,918+108.5% |