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 | $87,727 | $58,828+49.1% | $77,999+12.5% | $62,891+39.5% |
| Participation rate | 87.9% | 71.1%+16.8pp | 75.5%+12.4pp | 69.3%+18.6pp |
| Annual return | 2.81% | 17.16%-14.4pp | 425.96%-423.2pp | 20.14%-17.3pp |
| Employer contribution / active EE | $1,780 | $1,672+6.5% | $2,470-28.0% | $2,281-22.0% |
| Participant deferral / active EE | $4,073 | $2,686+51.7% | $3,497+16.5% | $3,203+27.2% |
| Admin fee / account holder | $1,418 | $4,393-67.7% | $5,480-74.1% | $4,296-67.0% |