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 | $86,395 | $148,978-42.0% | $200,582-56.9% | $84,808+1.9% |
| Participation rate | 76.0% | 84.2%-8.2pp | 86.9%-10.9pp | 68.3%+7.7pp |
| Annual return | 9.47% | 28.16%-18.7pp | 42.33%-32.9pp | 40.90%-31.4pp |
| Employer contribution / active EE | $1,882 | $4,815-60.9% | $6,419-70.7% | $2,631-28.5% |
| Participant deferral / active EE | $5,304 | $7,142-25.7% | $9,331-43.2% | $4,212+25.9% |
| Admin fee / account holder | $31,834 | $13,977+127.8% | $16,305+95.2% | $7,344+333.5% |