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 | $87,299 | $72,277+20.8% | $101,248-13.8% | $79,858+9.3% |
| Participation rate | 83.0% | 68.5%+14.6pp | 75.8%+7.2pp | 69.6%+13.4pp |
| Annual return | -8.40% | 22.30%-30.7pp | 46.47%-54.9pp | 31.71%-40.1pp |
| Employer contribution / active EE | $1,582 | $2,692-41.2% | $3,660-56.8% | $2,471-36.0% |
| Participant deferral / active EE | $4,512 | $3,282+37.5% | $4,370+3.2% | $3,740+20.6% |
| Admin fee / account holder | $8,108 | $4,400+84.3% | $5,945+36.4% | $5,306+52.8% |