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 | $79,433 | $64,839+22.5% | $95,585-16.9% | $84,808-6.3% |
| Participation rate | 84.2% | 63.8%+20.4pp | 72.1%+12.1pp | 68.3%+15.9pp |
| Annual return | 12.96% | -670.96%+683.9pp | 38.56%-25.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $932 | $1,759-47.0% | $2,527-63.1% | $2,631-64.6% |
| Participant deferral / active EE | $6,588 | $2,965+122.2% | $4,023+63.8% | $4,212+56.4% |
| Admin fee / account holder | $2,481 | $5,964-58.4% | $6,127-59.5% | $7,344-66.2% |