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 | $82,520 | $70,428+17.2% | $96,562-14.5% | $85,850-3.9% |
| Participation rate | 86.4% | 61.8%+24.6pp | 69.8%+16.5pp | 69.3%+17.0pp |
| Annual return | 8.84% | 18.59%-9.8pp | 37.78%-28.9pp | 318.53%-309.7pp |
| Employer contribution / active EE | $1,942 | $1,413+37.5% | $2,356-17.6% | $2,565-24.3% |
| Participant deferral / active EE | $3,558 | $2,894+22.9% | $3,849-7.6% | $3,952-10.0% |
| Admin fee / account holder | $1,251 | $4,997-75.0% | $6,181-79.8% | $6,260-80.0% |