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 | $81,354 | $85,766-5.1% | $136,294-40.3% | $70,131+16.0% |
| Participation rate | 87.2% | 74.2%+13.1pp | 81.9%+5.3pp | 69.5%+17.7pp |
| Annual return | 14.11% | 31.45%-17.3pp | 5155.94%-5141.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,498 | $2,966-49.5% | $4,695-68.1% | $2,342-36.0% |
| Participant deferral / active EE | $5,216 | $5,051+3.3% | $6,247-16.5% | $3,332+56.6% |
| Admin fee / account holder | $9,063 | $5,420+67.2% | $9,243-1.9% | $4,645+95.1% |