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 | $99,420 | $80,717+23.2% | $154,803-35.8% | $84,808+17.2% |
| Participation rate | 75.9% | 66.8%+9.1pp | 78.1%-2.2pp | 68.3%+7.6pp |
| Annual return | 4.22% | 37.96%-33.7pp | 58.88%-54.7pp | 40.90%-36.7pp |
| Employer contribution / active EE | $1,760 | $2,761-36.3% | $4,305-59.1% | $2,631-33.1% |
| Participant deferral / active EE | $3,923 | $3,303+18.8% | $5,540-29.2% | $4,212-6.9% |
| Admin fee / account holder | $1,843 | $6,746-72.7% | $14,329-87.1% | $7,344-74.9% |