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 | $89,594 | $73,933+21.2% | $96,683-7.3% | $75,163+19.2% |
| Participation rate | 76.1% | 66.4%+9.7pp | 74.3%+1.7pp | 67.2%+8.9pp |
| Annual return | 13.06% | 26.70%-13.6pp | 35.69%-22.6pp | 160.62%-147.6pp |
| Employer contribution / active EE | $2,250 | $2,928-23.1% | $3,737-39.8% | $2,670-15.7% |
| Participant deferral / active EE | $6,807 | $3,659+86.1% | $4,878+39.5% | $4,125+65.0% |
| Admin fee / account holder | $13,920 | $5,216+166.9% | $6,730+106.9% | $5,651+146.3% |