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 | $64,047 | $61,774+3.7% | $97,226-34.1% | $80,856-20.8% |
| Participation rate | 84.4% | 63.5%+20.9pp | 72.7%+11.7pp | 67.6%+16.7pp |
| Annual return | 8.99% | -557.90%+566.9pp | 75.13%-66.1pp | 35.59%-26.6pp |
| Employer contribution / active EE | $888 | $1,837-51.6% | $2,729-67.4% | $2,755-67.8% |
| Participant deferral / active EE | $3,655 | $3,029+20.7% | $4,264-14.3% | $4,296-14.9% |
| Admin fee / account holder | $1,933 | $5,166-62.6% | $5,654-65.8% | $6,918-72.1% |