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 | $56,720 | $58,523-3.1% | $99,443-43.0% | $72,985-22.3% |
| Participation rate | 78.5% | 64.6%+13.8pp | 73.8%+4.6pp | 69.5%+9.0pp |
| Annual return | 3.96% | 28.51%-24.6pp | 30.72%-26.8pp | 81.00%-77.0pp |
| Employer contribution / active EE | $838 | $1,512-44.6% | $2,540-67.0% | $2,440-65.7% |
| Participant deferral / active EE | $2,215 | $2,606-15.0% | $3,619-38.8% | $3,607-38.6% |
| Admin fee / account holder | $1,795 | $4,102-56.2% | $6,250-71.3% | $5,124-65.0% |