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 | $85,198 | $70,428+21.0% | $96,562-11.8% | $85,850-0.8% |
| Participation rate | 96.8% | 61.8%+35.0pp | 69.8%+27.0pp | 69.3%+27.5pp |
| Annual return | 10.62% | 18.59%-8.0pp | 37.78%-27.2pp | 318.53%-307.9pp |
| Employer contribution / active EE | $2,466 | $1,413+74.5% | $2,356+4.7% | $2,565-3.9% |
| Participant deferral / active EE | $4,392 | $2,894+51.8% | $3,849+14.1% | $3,952+11.1% |
| Admin fee / account holder | $3,021 | $4,997-39.5% | $6,181-51.1% | $6,260-51.7% |