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 | $87,500 | $64,839+34.9% | $95,585-8.5% | $84,808+3.2% |
| Participation rate | 70.0% | 63.8%+6.2pp | 72.1%-2.1pp | 68.3%+1.7pp |
| Annual return | 12.75% | -670.96%+683.7pp | 38.56%-25.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,132 | $1,759-35.6% | $2,527-55.2% | $2,631-57.0% |
| Participant deferral / active EE | $2,367 | $2,965-20.2% | $4,023-41.2% | $4,212-43.8% |
| Admin fee / account holder | $6,061 | $5,964+1.6% | $6,127-1.1% | $7,344-17.5% |