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 | $83,497 | $57,016+46.4% | $84,966-1.7% | $80,856+3.3% |
| Participation rate | 89.5% | 56.3%+33.1pp | 67.5%+22.0pp | 67.6%+21.8pp |
| Annual return | 8.84% | 21.66%-12.8pp | 66.38%-57.5pp | 35.59%-26.8pp |
| Employer contribution / active EE | $883 | $1,798-50.9% | $2,727-67.6% | $2,755-68.0% |
| Participant deferral / active EE | $3,370 | $3,110+8.4% | $4,519-25.4% | $4,296-21.6% |
| Admin fee / account holder | $4,647 | $4,980-6.7% | $6,149-24.4% | $6,918-32.8% |