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 | $89,919 | $73,933+21.6% | $96,683-7.0% | $75,163+19.6% |
| Participation rate | 90.6% | 66.4%+24.2pp | 74.3%+16.3pp | 67.2%+23.4pp |
| Annual return | 10.57% | 26.70%-16.1pp | 35.69%-25.1pp | 160.62%-150.1pp |
| Employer contribution / active EE | $750 | $2,928-74.4% | $3,737-79.9% | $2,670-71.9% |
| Participant deferral / active EE | $4,377 | $3,659+19.6% | $4,878-10.3% | $4,125+6.1% |
| Admin fee / account holder | $678 | $5,216-87.0% | $6,730-89.9% | $5,651-88.0% |