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 | $91,775 | $81,460+12.7% | $103,333-11.2% | $80,856+13.5% |
| Participation rate | 97.9% | 66.8%+31.1pp | 74.5%+23.4pp | 67.6%+30.3pp |
| Annual return | 9.77% | 25.55%-15.8pp | 24.88%-15.1pp | 35.59%-25.8pp |
| Employer contribution / active EE | $5,152 | $3,105+65.9% | $3,868+33.2% | $2,755+87.0% |
| Participant deferral / active EE | $3,973 | $3,869+2.7% | $5,057-21.4% | $4,296-7.5% |
| Admin fee / account holder | $5,270 | $6,566-19.7% | $8,355-36.9% | $6,918-23.8% |