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 | $72,707 | $89,753-19.0% | $107,525-32.4% | $84,808-14.3% |
| Participation rate | 87.9% | 68.1%+19.8pp | 75.1%+12.8pp | 68.3%+19.6pp |
| Annual return | 11.67% | 29.48%-17.8pp | 181.32%-169.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,472 | $3,113-52.7% | $3,754-60.8% | $2,631-44.1% |
| Participant deferral / active EE | $3,515 | $4,056-13.4% | $5,116-31.3% | $4,212-16.6% |
| Admin fee / account holder | $3,534 | $7,222-51.1% | $8,919-60.4% | $7,344-51.9% |