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 | $84,962 | $89,355-4.9% | $141,162-39.8% | $72,985+16.4% |
| Participation rate | 82.1% | 75.1%+6.9pp | 82.5%-0.4pp | 69.5%+12.6pp |
| Annual return | 17.36% | 111.85%-94.5pp | 71.39%-54.0pp | 81.00%-63.6pp |
| Employer contribution / active EE | $2,287 | $3,114-26.6% | $4,735-51.7% | $2,440-6.3% |
| Participant deferral / active EE | $6,670 | $5,418+23.1% | $6,709-0.6% | $3,607+84.9% |
| Admin fee / account holder | $3,964 | $5,958-33.5% | $10,261-61.4% | $5,124-22.6% |