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 | $94,949 | $95,803-0.9% | $113,168-16.1% | $84,808+12.0% |
| Participation rate | 93.5% | 72.9%+20.7pp | 76.6%+17.0pp | 68.3%+25.2pp |
| Annual return | 10.50% | 25.00%-14.5pp | 24.27%-13.8pp | 40.90%-30.4pp |
| Employer contribution / active EE | $3,645 | $2,360+54.5% | $2,975+22.5% | $2,631+38.6% |
| Participant deferral / active EE | $7,713 | $4,242+81.8% | $5,107+51.0% | $4,212+83.1% |
| Admin fee / account holder | $9,552 | $8,989+6.3% | $12,068-20.8% | $7,344+30.1% |