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 | $88,616 | $117,983-24.9% | $101,794-12.9% | $142,382-37.8% |
| Participation rate | 94.1% | 74.2%+19.9pp | 69.2%+24.9pp | 80.1%+14.0pp |
| Annual return | 9.26% | 36.92%-27.7pp | 30.53%-21.3pp | 217.08%-207.8pp |
| Employer contribution / active EE | $2,652 | $2,773-4.4% | $2,289+15.8% | $4,299-38.3% |
| Participant deferral / active EE | $1,869 | $4,714-60.4% | $4,084-54.2% | $6,507-71.3% |
| Admin fee / account holder | $2,388 | $10,433-77.1% | $8,777-72.8% | $12,624-81.1% |