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 | $79,949 | $109,881-27.2% | $150,045-46.7% | $84,808-5.7% |
| Participation rate | 84.4% | 76.1%+8.3pp | 82.3%+2.1pp | 68.3%+16.1pp |
| Annual return | 13.96% | 28.25%-14.3pp | 62.55%-48.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,852 | $3,561-48.0% | $4,693-60.5% | $2,631-29.6% |
| Participant deferral / active EE | $5,362 | $6,636-19.2% | $7,997-33.0% | $4,212+27.3% |
| Admin fee / account holder | $1,677 | $8,568-80.4% | $13,435-87.5% | $7,344-77.2% |