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 | $73,845 | $89,753-17.7% | $107,525-31.3% | $84,808-12.9% |
| Participation rate | 80.6% | 68.1%+12.6pp | 75.1%+5.6pp | 68.3%+12.3pp |
| Annual return | 5.61% | 29.48%-23.9pp | 181.32%-175.7pp | 40.90%-35.3pp |
| Employer contribution / active EE | $2,845 | $3,113-8.6% | $3,754-24.2% | $2,631+8.1% |
| Participant deferral / active EE | $5,121 | $4,056+26.3% | $5,116+0.1% | $4,212+21.6% |
| Admin fee / account holder | $6,839 | $7,222-5.3% | $8,919-23.3% | $7,344-6.9% |