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 | $87,783 | $95,803-8.4% | $113,168-22.4% | $84,808+3.5% |
| Participation rate | 76.5% | 72.9%+3.6pp | 76.6%-0.1pp | 68.3%+8.2pp |
| Annual return | 6.71% | 25.00%-18.3pp | 24.27%-17.6pp | 40.90%-34.2pp |
| Employer contribution / active EE | $1,091 | $2,360-53.8% | $2,975-63.3% | $2,631-58.5% |
| Participant deferral / active EE | $3,607 | $4,242-15.0% | $5,107-29.4% | $4,212-14.4% |
| Admin fee / account holder | $29,333 | $8,989+226.3% | $12,068+143.1% | $7,344+299.4% |