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 | $79,557 | $70,428+13.0% | $96,562-17.6% | $85,850-7.3% |
| Participation rate | 70.6% | 61.8%+8.8pp | 69.8%+0.8pp | 69.3%+1.3pp |
| Annual return | 4.46% | 18.59%-14.1pp | 37.78%-33.3pp | 318.53%-314.1pp |
| Employer contribution / active EE | $1,134 | $1,413-19.8% | $2,356-51.9% | $2,565-55.8% |
| Participant deferral / active EE | $3,978 | $2,894+37.5% | $3,849+3.4% | $3,952+0.7% |
| Admin fee / account holder | $6,799 | $4,997+36.1% | $6,181+10.0% | $6,260+8.6% |