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 | $84,662 | $29,660+185.4% | $56,411+50.1% | $80,856+4.7% |
| Participation rate | 71.1% | 41.6%+29.4pp | 52.5%+18.6pp | 67.6%+3.4pp |
| Annual return | 7.97% | 35.23%-27.3pp | 1701.33%-1693.4pp | 35.59%-27.6pp |
| Employer contribution / active EE | $597 | $669-10.8% | $1,039-42.5% | $2,755-78.3% |
| Participant deferral / active EE | $3,774 | $1,226+207.9% | $1,952+93.4% | $4,296-12.1% |
| Admin fee / account holder | $2,589 | $2,428+6.7% | $2,829-8.5% | $6,918-62.6% |