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 | $81,064 | $58,577+38.4% | $83,333-2.7% | $64,186+26.3% |
| Participation rate | 75.0% | 72.0%+3.0pp | 77.8%-2.8pp | 69.6%+5.4pp |
| Annual return | -8.42% | 9.65%-18.1pp | 10.63%-19.1pp | 7.63%-16.1pp |
| Employer contribution / active EE | $2,225 | $2,098+6.1% | $3,379-34.1% | $2,381-6.5% |
| Participant deferral / active EE | $6,698 | $4,654+43.9% | $5,565+20.4% | $3,470+93.1% |
| Admin fee / account holder | $2,159 | $9,275-76.7% | $7,510-71.2% | $4,888-55.8% |