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 | $96,738 | $93,571+3.4% | $135,903-28.8% | $75,163+28.7% |
| Participation rate | 70.5% | 75.2%-4.7pp | 81.9%-11.4pp | 67.2%+3.3pp |
| Annual return | 12.72% | 30.90%-18.2pp | 68.23%-55.5pp | 160.62%-147.9pp |
| Employer contribution / active EE | $2,407 | $3,537-31.9% | $4,856-50.4% | $2,670-9.8% |
| Participant deferral / active EE | $8,462 | $6,404+32.1% | $7,758+9.1% | $4,125+105.1% |
| Admin fee / account holder | $21,796 | $6,975+212.5% | $10,762+102.5% | $5,651+285.7% |