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 | $90,294 | $77,314+16.8% | $177,989-49.3% | $80,856+11.7% |
| Participation rate | 82.6% | 65.7%+16.9pp | 77.1%+5.5pp | 67.6%+15.0pp |
| Annual return | 10.59% | 18.09%-7.5pp | 294.48%-283.9pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,707 | $2,292-25.5% | $3,949-56.8% | $2,755-38.1% |
| Participant deferral / active EE | $4,381 | $4,411-0.7% | $6,276-30.2% | $4,296+2.0% |
| Admin fee / account holder | $9,245 | $7,191+28.6% | $10,363-10.8% | $6,918+33.6% |