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 | $93,061 | $83,477+11.5% | $125,175-25.7% | $72,985+27.5% |
| Participation rate | 98.1% | 73.3%+24.8pp | 79.8%+18.4pp | 69.5%+28.7pp |
| Annual return | 16.08% | 25.78%-9.7pp | 43.79%-27.7pp | 81.00%-64.9pp |
| Employer contribution / active EE | $1,960 | $2,345-16.4% | $3,865-49.3% | $2,440-19.7% |
| Participant deferral / active EE | $2,318 | $3,585-35.4% | $4,937-53.0% | $3,607-35.7% |
| Admin fee / account holder | $9,105 | $5,517+65.0% | $9,702-6.2% | $5,124+77.7% |