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 | $81,013 | $56,484+43.4% | $169,463-52.2% | $64,186+26.2% |
| Participation rate | 72.7% | 64.5%+8.2pp | 77.8%-5.1pp | 69.6%+3.2pp |
| Annual return | -8.45% | -1.55%-6.9pp | 1.83%-10.3pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,075 | $1,832-41.3% | $4,159-74.2% | $2,381-54.8% |
| Participant deferral / active EE | $5,116 | $3,448+48.4% | $5,277-3.1% | $3,470+47.4% |
| Admin fee / account holder | $2,024 | $4,174-51.5% | $9,109-77.8% | $4,888-58.6% |