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 | $139,003 | $72,492+91.8% | $87,100+59.6% | $72,985+90.5% |
| Participation rate | 84.6% | 72.8%+11.8pp | 76.9%+7.7pp | 69.5%+15.1pp |
| Annual return | 14.75% | 24.46%-9.7pp | 28.19%-13.4pp | 81.00%-66.3pp |
| Employer contribution / active EE | $659 | $1,894-65.2% | $2,521-73.9% | $2,440-73.0% |
| Participant deferral / active EE | $4,908 | $3,270+50.1% | $4,049+21.2% | $3,607+36.1% |
| Admin fee / account holder | $2,873 | $5,055-43.2% | $7,497-61.7% | $5,124-43.9% |