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 | $72,179 | $98,750-26.9% | $149,696-51.8% | $79,858-9.6% |
| Participation rate | 81.6% | 75.8%+5.9pp | 82.5%-0.8pp | 69.6%+12.0pp |
| Annual return | 11.13% | 27.43%-16.3pp | 276.60%-265.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | $1,856 | $3,216-42.3% | $4,644-60.0% | $2,471-24.9% |
| Participant deferral / active EE | $6,375 | $5,680+12.2% | $6,842-6.8% | $3,740+70.5% |
| Admin fee / account holder | $4,841 | $6,053-20.0% | $9,309-48.0% | $5,306-8.8% |