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 | $80,946 | $64,480+25.5% | $81,382-0.5% | $80,856+0.1% |
| Participation rate | 75.9% | 63.9%+12.1pp | 69.5%+6.4pp | 67.6%+8.3pp |
| Annual return | 9.15% | 16.34%-7.2pp | 24.73%-15.6pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,977 | $1,978-0.1% | $2,463-19.7% | $2,755-28.2% |
| Participant deferral / active EE | $3,407 | $3,094+10.1% | $3,883-12.3% | $4,296-20.7% |
| Admin fee / account holder | $5,706 | $5,671+0.6% | $5,768-1.1% | $6,918-17.5% |