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 | $88,059 | $63,355+39.0% | $91,989-4.3% | $72,985+20.7% |
| Participation rate | 83.8% | 72.5%+11.3pp | 78.6%+5.2pp | 69.5%+14.3pp |
| Annual return | 16.78% | 35.35%-18.6pp | 69.02%-52.2pp | 81.00%-64.2pp |
| Employer contribution / active EE | $1,765 | $2,116-16.6% | $3,452-48.9% | $2,440-27.7% |
| Participant deferral / active EE | $4,330 | $4,883-11.3% | $5,923-26.9% | $3,607+20.0% |
| Admin fee / account holder | $758 | $4,668-83.8% | $7,743-90.2% | $5,124-85.2% |