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 | $80,057 | $77,899+2.8% | $149,673-46.5% | $75,163+6.5% |
| Participation rate | 96.1% | 65.6%+30.5pp | 78.8%+17.3pp | 67.2%+28.9pp |
| Annual return | 6.27% | 31.72%-25.4pp | 134.42%-128.1pp | 160.62%-154.3pp |
| Employer contribution / active EE | $2,975 | $3,137-5.2% | $4,818-38.3% | $2,670+11.4% |
| Participant deferral / active EE | $4,154 | $3,411+21.8% | $5,680-26.9% | $4,125+0.7% |
| Admin fee / account holder | $655 | $5,956-89.0% | $13,210-95.0% | $5,651-88.4% |