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 | $94,988 | $125,758-24.5% | $169,993-44.1% | $75,163+26.4% |
| Participation rate | 88.9% | 83.6%+5.3pp | 87.0%+1.9pp | 67.2%+21.7pp |
| Annual return | 11.19% | 27.20%-16.0pp | 53.37%-42.2pp | 160.62%-149.4pp |
| Employer contribution / active EE | $2,624 | $4,615-43.1% | $6,785-61.3% | $2,670-1.7% |
| Participant deferral / active EE | $6,530 | $6,837-4.5% | $10,408-37.3% | $4,125+58.3% |
| Admin fee / account holder | $15,784 | $8,173+93.1% | $12,815+23.2% | $5,651+179.3% |