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 | $90,924 | $78,672+15.6% | $109,143-16.7% | $85,850+5.9% |
| Participation rate | 87.5% | 68.3%+19.2pp | 75.9%+11.6pp | 69.3%+18.2pp |
| Annual return | 7.79% | 25.09%-17.3pp | 25.75%-18.0pp | 318.53%-310.7pp |
| Employer contribution / active EE | $2,344 | $2,735-14.3% | $3,722-37.0% | $2,565-8.6% |
| Participant deferral / active EE | $2,659 | $3,467-23.3% | $4,653-42.9% | $3,952-32.7% |
| Admin fee / account holder | $14,576 | $5,469+166.5% | $6,752+115.9% | $6,260+132.8% |