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 | $83,712 | $138,347-39.5% | $184,203-54.6% | $80,856+3.5% |
| Participation rate | 76.6% | 83.9%-7.2pp | 86.8%-10.2pp | 67.6%+9.0pp |
| Annual return | 7.60% | 20.02%-12.4pp | 28.81%-21.2pp | 35.59%-28.0pp |
| Employer contribution / active EE | $1,962 | $4,850-59.6% | $6,427-69.5% | $2,755-28.8% |
| Participant deferral / active EE | $3,388 | $7,071-52.1% | $9,131-62.9% | $4,296-21.1% |
| Admin fee / account holder | $22,105 | $10,483+110.9% | $13,901+59.0% | $6,918+219.5% |