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 | $69,782 | $51,175+36.4% | $70,515-1.0% | $75,163-7.2% |
| Participation rate | 76.7% | 60.9%+15.7pp | 68.3%+8.3pp | 67.2%+9.5pp |
| Annual return | 3.12% | 30.02%-26.9pp | 32.77%-29.7pp | 160.62%-157.5pp |
| Employer contribution / active EE | $485 | $1,826-73.5% | $2,973-83.7% | $2,670-81.8% |
| Participant deferral / active EE | $4,902 | $2,849+72.0% | $4,567+7.3% | $4,125+18.8% |
| Admin fee / account holder | $358 | $4,091-91.3% | $6,412-94.4% | $5,651-93.7% |