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 | $88,156 | $115,770-23.9% | $101,248-12.9% | $158,922-44.5% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 6.01% | 56.14%-50.1pp | 46.47%-40.5pp | 302.83%-296.8pp |
| Employer contribution / active EE | $2,485 | $4,175-40.5% | $3,660-32.1% | $4,761-47.8% |
| Participant deferral / active EE | $8,191 | $4,957+65.2% | $4,370+87.4% | $5,982+36.9% |
| Admin fee / account holder | $21,731 | $7,245+199.9% | $5,945+265.5% | $11,246+93.2% |