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 | $80,784 | $72,277+11.8% | $101,248-20.2% | $79,858+1.2% |
| Participation rate | 72.4% | 68.5%+4.0pp | 75.8%-3.4pp | 69.6%+2.8pp |
| Annual return | -3.98% | 22.30%-26.3pp | 46.47%-50.5pp | 31.71%-35.7pp |
| Employer contribution / active EE | $947 | $2,692-64.8% | $3,660-74.1% | $2,471-61.7% |
| Participant deferral / active EE | $2,167 | $3,282-34.0% | $4,370-50.4% | $3,740-42.1% |
| Admin fee / account holder | $5,258 | $4,400+19.5% | $5,945-11.6% | $5,306-0.9% |