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 | $80,027 | $85,766-6.7% | $136,294-41.3% | $70,131+14.1% |
| Participation rate | 88.9% | 74.2%+14.7pp | 81.9%+7.0pp | 69.5%+19.3pp |
| Annual return | 13.11% | 31.45%-18.3pp | 5155.94%-5142.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,262 | $2,966-57.5% | $4,695-73.1% | $2,342-46.1% |
| Participant deferral / active EE | $3,153 | $5,051-37.6% | $6,247-49.5% | $3,332-5.4% |
| Admin fee / account holder | $2,864 | $5,420-47.2% | $9,243-69.0% | $4,645-38.4% |