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 | $78,244 | $98,750-20.8% | $149,696-47.7% | $79,858-2.0% |
| Participation rate | 90.2% | 75.8%+14.5pp | 82.5%+7.8pp | 69.6%+20.6pp |
| Annual return | 9.06% | 27.43%-18.4pp | 276.60%-267.5pp | 31.71%-22.6pp |
| Employer contribution / active EE | $2,036 | $3,216-36.7% | $4,644-56.2% | $2,471-17.6% |
| Participant deferral / active EE | $6,577 | $5,680+15.8% | $6,842-3.9% | $3,740+75.8% |
| Admin fee / account holder | $3,187 | $6,053-47.3% | $9,309-65.8% | $5,306-39.9% |