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 | $80,051 | $91,190-12.2% | $178,490-55.2% | $79,858+0.2% |
| Participation rate | 72.4% | 69.2%+3.2pp | 81.9%-9.5pp | 69.6%+2.8pp |
| Annual return | 4.17% | 24.19%-20.0pp | 151.07%-146.9pp | 31.71%-27.5pp |
| Employer contribution / active EE | $635 | $3,256-80.5% | $5,011-87.3% | $2,471-74.3% |
| Participant deferral / active EE | $3,371 | $3,236+4.2% | $5,202-35.2% | $3,740-9.9% |
| Admin fee / account holder | $941 | $6,751-86.1% | $13,984-93.3% | $5,306-82.3% |