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 | $94,130 | $80,968+16.3% | $96,544-2.5% | $75,163+25.2% |
| Participation rate | 80.8% | 71.8%+9.0pp | 76.0%+4.8pp | 67.2%+13.6pp |
| Annual return | -5.48% | 27.06%-32.5pp | 25.84%-31.3pp | 160.62%-166.1pp |
| Employer contribution / active EE | $1,170 | $2,282-48.7% | $2,965-60.5% | $2,670-56.2% |
| Participant deferral / active EE | $5,162 | $3,928+31.4% | $4,851+6.4% | $4,125+25.1% |
| Admin fee / account holder | $9,855 | $6,724+46.6% | $8,252+19.4% | $5,651+74.4% |