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 | $78,960 | $109,413-27.8% | $156,263-49.5% | $84,808-6.9% |
| Participation rate | 80.8% | 72.7%+8.1pp | 78.9%+1.9pp | 68.3%+12.5pp |
| Annual return | 10.01% | 20.18%-10.2pp | 59.47%-49.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,295 | $2,907-55.5% | $4,333-70.1% | $2,631-50.8% |
| Participant deferral / active EE | $5,090 | $4,590+10.9% | $6,158-17.4% | $4,212+20.9% |
| Admin fee / account holder | $51,785 | $9,357+453.5% | $14,255+263.3% | $7,344+605.2% |