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 | $70,819 | $53,777+31.7% | $134,143-47.2% | $79,858-11.3% |
| Participation rate | 89.2% | 58.8%+30.4pp | 72.2%+17.0pp | 69.6%+19.6pp |
| Annual return | 3.38% | 19.01%-15.6pp | 36.33%-33.0pp | 31.71%-28.3pp |
| Employer contribution / active EE | $3,836 | $1,321+190.3% | $3,704+3.6% | $2,471+55.2% |
| Participant deferral / active EE | $2,639 | $2,420+9.0% | $3,499-24.6% | $3,740-29.4% |
| Admin fee / account holder | $5,293 | $3,984+32.9% | $6,684-20.8% | $5,306-0.3% |