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 | $73,695 | $72,492+1.7% | $87,100-15.4% | $72,985+1.0% |
| Participation rate | 95.8% | 72.8%+23.0pp | 76.9%+19.0pp | 69.5%+26.3pp |
| Annual return | 3.78% | 24.46%-20.7pp | 28.19%-24.4pp | 81.00%-77.2pp |
| Employer contribution / active EE | $2,822 | $1,894+49.0% | $2,521+11.9% | $2,440+15.7% |
| Participant deferral / active EE | $4,229 | $3,270+29.3% | $4,049+4.5% | $3,607+17.2% |
| Admin fee / account holder | $9,987 | $5,055+97.6% | $7,497+33.2% | $5,124+94.9% |