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 | $83,865 | $125,758-33.3% | $169,993-50.7% | $75,163+11.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 5.18% | 27.20%-22.0pp | 53.37%-48.2pp | 160.62%-155.4pp |
| Employer contribution / active EE | $3,639 | $4,615-21.1% | $6,785-46.4% | $2,670+36.3% |
| Participant deferral / active EE | $5,434 | $6,837-20.5% | $10,408-47.8% | $4,125+31.7% |
| Admin fee / account holder | $4,304 | $8,173-47.3% | $12,815-66.4% | $5,651-23.8% |