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 | $104,735 | $88,581+18.2% | $145,661-28.1% | $74,304+41.0% |
| Participation rate | 78.0% | 64.9%+13.1pp | 77.2%+0.8pp | 60.3%+17.7pp |
| Annual return | 13.20% | 34.30%-21.1pp | 101.46%-88.3pp | 29.43%-16.2pp |
| Employer contribution / active EE | $1,815 | $2,612-30.5% | $4,238-57.2% | $2,241-19.0% |
| Participant deferral / active EE | $3,948 | $4,151-4.9% | $7,198-45.2% | $3,767+4.8% |
| Admin fee / account holder | $2,139 | $2,953-27.6% | $12,466-82.8% | $2,969-28.0% |