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 | $92,460 | $99,985-7.5% | $146,665-37.0% | $85,850+7.7% |
| Participation rate | 88.2% | 73.1%+15.2pp | 80.1%+8.2pp | 69.3%+18.9pp |
| Annual return | 9.28% | 18.93%-9.6pp | 22.74%-13.5pp | 318.53%-309.3pp |
| Employer contribution / active EE | $5,141 | $2,559+100.9% | $4,136+24.3% | $2,565+100.4% |
| Participant deferral / active EE | $4,968 | $4,006+24.0% | $5,506-9.8% | $3,952+25.7% |
| Admin fee / account holder | $2,142 | $7,702-72.2% | $10,280-79.2% | $6,260-65.8% |