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 | $80,182 | $94,625-15.3% | $116,228-31.0% | $84,808-5.5% |
| Participation rate | 83.6% | 70.4%+13.2pp | 74.6%+9.1pp | 68.3%+15.3pp |
| Annual return | 10.08% | 20.40%-10.3pp | 90.06%-80.0pp | 40.90%-30.8pp |
| Employer contribution / active EE | $2,524 | $2,347+7.6% | $2,994-15.7% | $2,631-4.1% |
| Participant deferral / active EE | $5,172 | $3,972+30.2% | $4,953+4.4% | $4,212+22.8% |
| Admin fee / account holder | $34,936 | $10,091+246.2% | $11,989+191.4% | $7,344+375.7% |