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 | $80,634 | $54,705+47.4% | $71,209+13.2% | $84,808-4.9% |
| Participation rate | 77.0% | 64.1%+13.0pp | 73.8%+3.3pp | 68.3%+8.7pp |
| Annual return | 12.55% | 35.90%-23.3pp | 282.51%-270.0pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,967 | $2,158-8.8% | $2,721-27.7% | $2,631-25.2% |
| Participant deferral / active EE | $5,560 | $3,030+83.5% | $4,175+33.2% | $4,212+32.0% |
| Admin fee / account holder | $21,018 | $4,863+332.2% | $5,349+292.9% | $7,344+186.2% |