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 | $79,038 | $67,606+16.9% | $82,313-4.0% | $70,131+12.7% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.9%+10.6pp | 69.5%+18.0pp |
| Annual return | 8.12% | 21.57%-13.4pp | 25.88%-17.8pp | 73.14%-65.0pp |
| Employer contribution / active EE | $450 | $1,755-74.3% | $2,428-81.5% | $2,342-80.8% |
| Participant deferral / active EE | $2,630 | $2,987-11.9% | $3,706-29.0% | $3,332-21.1% |
| Admin fee / account holder | $2,222 | $4,512-50.8% | $5,608-60.4% | $4,645-52.2% |