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 | $80,871 | $109,881-26.4% | $150,045-46.1% | $84,808-4.6% |
| Participation rate | 91.2% | 76.1%+15.1pp | 82.3%+8.9pp | 68.3%+22.9pp |
| Annual return | 14.07% | 28.25%-14.2pp | 62.55%-48.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $6,124 | $3,561+72.0% | $4,693+30.5% | $2,631+132.8% |
| Participant deferral / active EE | $7,624 | $6,636+14.9% | $7,997-4.7% | $4,212+81.0% |
| Admin fee / account holder | $8,592 | $8,568+0.3% | $13,435-36.0% | $7,344+17.0% |