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 | $64,989 | $99,985-35.0% | $146,665-55.7% | $85,850-24.3% |
| Participation rate | 74.4% | 73.1%+1.4pp | 80.1%-5.7pp | 69.3%+5.1pp |
| Annual return | 9.51% | 18.93%-9.4pp | 22.74%-13.2pp | 318.53%-309.0pp |
| Employer contribution / active EE | $884 | $2,559-65.5% | $4,136-78.6% | $2,565-65.6% |
| Participant deferral / active EE | $3,781 | $4,006-5.6% | $5,506-31.3% | $3,952-4.3% |
| Admin fee / account holder | $1,669 | $7,702-78.3% | $10,280-83.8% | $6,260-73.3% |