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 | $86,509 | $61,774+40.0% | $97,226-11.0% | $80,856+7.0% |
| Participation rate | 85.7% | 63.5%+22.2pp | 72.7%+13.0pp | 67.6%+18.1pp |
| Annual return | 9.17% | -557.90%+567.1pp | 75.13%-66.0pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,558 | $1,837-15.2% | $2,729-42.9% | $2,755-43.4% |
| Participant deferral / active EE | $4,237 | $3,029+39.9% | $4,264-0.6% | $4,296-1.4% |
| Admin fee / account holder | $42,665 | $5,166+725.9% | $5,654+654.7% | $6,918+516.7% |