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 | $84,934 | $95,416-11.0% | $185,823-54.3% | $85,850-1.1% |
| Participation rate | 98.0% | 68.8%+29.2pp | 81.7%+16.3pp | 69.3%+28.7pp |
| Annual return | 10.26% | 23.59%-13.3pp | 122.05%-111.8pp | 318.53%-308.3pp |
| Employer contribution / active EE | $3,458 | $3,314+4.3% | $5,167-33.1% | $2,565+34.8% |
| Participant deferral / active EE | $4,128 | $3,423+20.6% | $5,568-25.9% | $3,952+4.5% |
| Admin fee / account holder | $14,034 | $7,213+94.6% | $16,237-13.6% | $6,260+124.2% |