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 | $84,076 | $96,484-12.9% | $75,886+10.8% | $152,861-45.0% |
| Participation rate | 79.2% | 76.2%+3.0pp | 69.3%+9.9pp | 82.4%-3.3pp |
| Annual return | 2.99% | 33.98%-31.0pp | 30.76%-27.8pp | 345.32%-342.3pp |
| Employer contribution / active EE | $1,016 | $3,309-69.3% | $2,500-59.4% | $4,762-78.7% |
| Participant deferral / active EE | $3,801 | $4,553-16.5% | $3,603+5.5% | $5,850-35.0% |
| Admin fee / account holder | $4,611 | $8,078-42.9% | $5,418-14.9% | $11,596-60.2% |