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 | $72,255 | $82,882-12.8% | $127,761-43.4% | $72,985-1.0% |
| Participation rate | 89.9% | 71.5%+18.4pp | 79.0%+10.9pp | 69.5%+20.4pp |
| Annual return | 4.04% | 32.20%-28.2pp | 26.14%-22.1pp | 81.00%-77.0pp |
| Employer contribution / active EE | $1,822 | $3,346-45.6% | $4,574-60.2% | $2,440-25.3% |
| Participant deferral / active EE | $3,380 | $4,791-29.4% | $6,021-43.9% | $3,607-6.3% |
| Admin fee / account holder | $8,504 | $6,487+31.1% | $9,395-9.5% | $5,124+66.0% |