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 | $85,381 | $101,724-16.1% | $164,813-48.2% | $80,856+5.6% |
| Participation rate | 90.5% | 71.8%+18.6pp | 78.6%+11.9pp | 67.6%+22.8pp |
| Annual return | 10.41% | 16.72%-6.3pp | 69.93%-59.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $3,748 | $2,953+26.9% | $4,341-13.7% | $2,755+36.0% |
| Participant deferral / active EE | $5,043 | $4,477+12.6% | $6,031-16.4% | $4,296+17.4% |
| Admin fee / account holder | $2,233 | $8,227-72.9% | $12,690-82.4% | $6,918-67.7% |