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 | $81,365 | $73,933+10.1% | $96,683-15.8% | $75,163+8.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 5.66% | 26.70%-21.0pp | 35.69%-30.0pp | 160.62%-155.0pp |
| Employer contribution / active EE | $2,258 | $2,928-22.9% | $3,737-39.6% | $2,670-15.4% |
| Participant deferral / active EE | $2,211 | $3,659-39.6% | $4,878-54.7% | $4,125-46.4% |
| Admin fee / account holder | $6,590 | $5,216+26.3% | $6,730-2.1% | $5,651+16.6% |