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 | $92,542 | $72,492+27.7% | $87,100+6.2% | $72,985+26.8% |
| Participation rate | 73.9% | 72.8%+1.1pp | 76.9%-3.0pp | 69.5%+4.4pp |
| Annual return | 2.07% | 24.46%-22.4pp | 28.19%-26.1pp | 81.00%-78.9pp |
| Employer contribution / active EE | $1,271 | $1,894-32.9% | $2,521-49.6% | $2,440-47.9% |
| Participant deferral / active EE | $3,754 | $3,270+14.8% | $4,049-7.3% | $3,607+4.1% |
| Admin fee / account holder | $5,695 | $5,055+12.7% | $7,497-24.0% | $5,124+11.1% |