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 | $73,887 | $71,050+4.0% | $93,606-21.1% | $80,856-8.6% |
| Participation rate | 72.9% | 60.4%+12.5pp | 68.7%+4.2pp | 67.6%+5.3pp |
| Annual return | 5.55% | 11.26%-5.7pp | 133.20%-127.6pp | 35.59%-30.0pp |
| Employer contribution / active EE | $1,571 | $1,564+0.5% | $2,420-35.1% | $2,755-43.0% |
| Participant deferral / active EE | $4,478 | $4,034+11.0% | $4,411+1.5% | $4,296+4.2% |
| Admin fee / account holder | $3,094 | $6,945-55.5% | $8,285-62.7% | $6,918-55.3% |