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 | $79,086 | $89,355-11.5% | $141,162-44.0% | $72,985+8.4% |
| Participation rate | 93.0% | 75.1%+17.9pp | 82.5%+10.6pp | 69.5%+23.5pp |
| Annual return | 18.50% | 111.85%-93.3pp | 71.39%-52.9pp | 81.00%-62.5pp |
| Employer contribution / active EE | $640 | $3,114-79.4% | $4,735-86.5% | $2,440-73.8% |
| Participant deferral / active EE | $4,313 | $5,418-20.4% | $6,709-35.7% | $3,607+19.6% |
| Admin fee / account holder | $17,881 | $5,958+200.1% | $10,261+74.3% | $5,124+248.9% |