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 | $66,771 | $54,705+22.1% | $71,209-6.2% | $84,808-21.3% |
| Participation rate | 79.3% | 64.1%+15.2pp | 73.8%+5.6pp | 68.3%+11.0pp |
| Annual return | 8.93% | 35.90%-27.0pp | 282.51%-273.6pp | 40.90%-32.0pp |
| Employer contribution / active EE | $2,126 | $2,158-1.5% | $2,721-21.9% | $2,631-19.2% |
| Participant deferral / active EE | $6,084 | $3,030+100.8% | $4,175+45.7% | $4,212+44.4% |
| Admin fee / account holder | $1,706 | $4,863-64.9% | $5,349-68.1% | $7,344-76.8% |