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 | $90,782 | $67,606+34.3% | $82,313+10.3% | $70,131+29.4% |
| Participation rate | 93.8% | 72.8%+21.0pp | 76.9%+16.9pp | 69.5%+24.2pp |
| Annual return | 9.89% | 21.57%-11.7pp | 25.88%-16.0pp | 73.14%-63.2pp |
| Employer contribution / active EE | $2,270 | $1,755+29.4% | $2,428-6.5% | $2,342-3.1% |
| Participant deferral / active EE | $3,519 | $2,987+17.8% | $3,706-5.0% | $3,332+5.6% |
| Admin fee / account holder | $1,728 | $4,512-61.7% | $5,608-69.2% | $4,645-62.8% |