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 | $88,236 | $72,277+22.1% | $101,248-12.9% | $79,858+10.5% |
| Participation rate | 92.5% | 68.5%+24.1pp | 75.8%+16.7pp | 69.6%+22.9pp |
| Annual return | 7.41% | 22.30%-14.9pp | 46.47%-39.1pp | 31.71%-24.3pp |
| Employer contribution / active EE | $1,973 | $2,692-26.7% | $3,660-46.1% | $2,471-20.1% |
| Participant deferral / active EE | $3,566 | $3,282+8.7% | $4,370-18.4% | $3,740-4.6% |
| Admin fee / account holder | $1,381 | $4,400-68.6% | $5,945-76.8% | $5,306-74.0% |