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 | $76,376 | $54,762+39.5% | $90,281-15.4% | $72,985+4.6% |
| Participation rate | 89.7% | 65.1%+24.6pp | 73.3%+16.5pp | 69.5%+20.3pp |
| Annual return | 5.31% | 30.63%-25.3pp | 78.10%-72.8pp | 81.00%-75.7pp |
| Employer contribution / active EE | $1,177 | $2,092-43.8% | $2,854-58.8% | $2,440-51.8% |
| Participant deferral / active EE | $2,875 | $2,887-0.4% | $3,885-26.0% | $3,607-20.3% |
| Admin fee / account holder | $4,014 | $3,972+1.0% | $5,351-25.0% | $5,124-21.7% |