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 | $74,284 | $78,672-5.6% | $109,143-31.9% | $85,850-13.5% |
| Participation rate | 80.4% | 68.3%+12.1pp | 75.9%+4.5pp | 69.3%+11.1pp |
| Annual return | 9.33% | 25.09%-15.8pp | 25.75%-16.4pp | 318.53%-309.2pp |
| Employer contribution / active EE | $1,607 | $2,735-41.2% | $3,722-56.8% | $2,565-37.3% |
| Participant deferral / active EE | $3,283 | $3,467-5.3% | $4,653-29.4% | $3,952-16.9% |
| Admin fee / account holder | $9,226 | $5,469+68.7% | $6,752+36.6% | $6,260+47.4% |