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 | $88,456 | $61,774+43.2% | $97,226-9.0% | $80,856+9.4% |
| Participation rate | 77.1% | 63.5%+13.6pp | 72.7%+4.5pp | 67.6%+9.5pp |
| Annual return | 6.23% | -557.90%+564.1pp | 75.13%-68.9pp | 35.59%-29.4pp |
| Employer contribution / active EE | $3,578 | $1,837+94.8% | $2,729+31.1% | $2,755+29.9% |
| Participant deferral / active EE | $6,523 | $3,029+115.4% | $4,264+53.0% | $4,296+51.8% |
| Admin fee / account holder | $1,519 | $5,166-70.6% | $5,654-73.1% | $6,918-78.0% |