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 | $80,703 | $53,516+50.8% | $126,539-36.2% | $84,808-4.8% |
| Participation rate | 97.9% | 58.2%+39.7pp | 69.8%+28.1pp | 68.3%+29.6pp |
| Annual return | 11.52% | 58.34%-46.8pp | 425.95%-414.4pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,942 | $1,535+26.6% | $3,674-47.1% | $2,631-26.2% |
| Participant deferral / active EE | $3,302 | $2,671+23.6% | $4,083-19.1% | $4,212-21.6% |
| Admin fee / account holder | $1,148 | $4,497-74.5% | $6,065-81.1% | $7,344-84.4% |