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 | $89,320 | $98,750-9.5% | $149,696-40.3% | $79,858+11.8% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.6%+15.0pp |
| Annual return | 5.22% | 27.43%-22.2pp | 276.60%-271.4pp | 31.71%-26.5pp |
| Employer contribution / active EE | $1,759 | $3,216-45.3% | $4,644-62.1% | $2,471-28.8% |
| Participant deferral / active EE | $4,625 | $5,680-18.6% | $6,842-32.4% | $3,740+23.7% |
| Admin fee / account holder | $2,192 | $6,053-63.8% | $9,309-76.4% | $5,306-58.7% |