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 | $86,712 | $80,717+7.4% | $154,803-44.0% | $84,808+2.2% |
| Participation rate | 80.0% | 66.8%+13.2pp | 78.1%+1.9pp | 68.3%+11.7pp |
| Annual return | 12.25% | 37.96%-25.7pp | 58.88%-46.6pp | 40.90%-28.7pp |
| Employer contribution / active EE | $2,682 | $2,761-2.9% | $4,305-37.7% | $2,631+2.0% |
| Participant deferral / active EE | $7,114 | $3,303+115.4% | $5,540+28.4% | $4,212+68.9% |
| Admin fee / account holder | $23,452 | $6,746+247.7% | $14,329+63.7% | $7,344+219.3% |