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 | $69,923 | $63,346+10.4% | $92,233-24.2% | $70,131-0.3% |
| Participation rate | 77.8% | 68.7%+9.1pp | 76.5%+1.3pp | 69.5%+8.2pp |
| Annual return | 11.63% | 530.12%-518.5pp | 176.28%-164.6pp | 73.14%-61.5pp |
| Employer contribution / active EE | $1,448 | $2,471-41.4% | $3,679-60.6% | $2,342-38.2% |
| Participant deferral / active EE | $3,340 | $2,854+17.0% | $3,897-14.3% | $3,332+0.2% |
| Admin fee / account holder | $3,442 | $3,840-10.4% | $5,194-33.7% | $4,645-25.9% |