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 | $70,711 | $65,041+8.7% | $90,951-22.3% | $79,858-11.5% |
| Participation rate | 87.9% | 61.6%+26.3pp | 69.0%+18.9pp | 69.6%+18.2pp |
| Annual return | 2.94% | 30.45%-27.5pp | 134.60%-131.7pp | 31.71%-28.8pp |
| Employer contribution / active EE | $579 | $1,247-53.6% | $2,122-72.7% | $2,471-76.6% |
| Participant deferral / active EE | $5,876 | $2,512+133.9% | $3,373+74.2% | $3,740+57.1% |
| Admin fee / account holder | $3,298 | $4,536-27.3% | $5,959-44.6% | $5,306-37.8% |