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 | $74,973 | $89,753-16.5% | $107,525-30.3% | $84,808-11.6% |
| Participation rate | 81.0% | 68.1%+12.9pp | 75.1%+5.9pp | 68.3%+12.6pp |
| Annual return | 11.10% | 29.48%-18.4pp | 181.32%-170.2pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,651 | $3,113-47.0% | $3,754-56.0% | $2,631-37.2% |
| Participant deferral / active EE | $3,533 | $4,056-12.9% | $5,116-30.9% | $4,212-16.1% |
| Admin fee / account holder | $4,488 | $7,222-37.9% | $8,919-49.7% | $7,344-38.9% |