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 | $67,663 | $67,411+0.4% | $91,001-25.6% | $70,131-3.5% |
| Participation rate | 97.3% | 71.4%+25.9pp | 75.6%+21.7pp | 69.5%+27.7pp |
| Annual return | 11.53% | -40.16%+51.7pp | 4.60%+6.9pp | 73.14%-61.6pp |
| Employer contribution / active EE | $1,706 | $1,786-4.5% | $2,456-30.5% | $2,342-27.2% |
| Participant deferral / active EE | $3,666 | $2,823+29.9% | $3,547+3.3% | $3,332+10.0% |
| Admin fee / account holder | $2,471 | $4,236-41.7% | $5,417-54.4% | $4,645-46.8% |