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 | $90,488 | $148,978-39.3% | $200,582-54.9% | $84,808+6.7% |
| Participation rate | 93.6% | 84.2%+9.4pp | 86.9%+6.7pp | 68.3%+25.3pp |
| Annual return | 13.06% | 28.16%-15.1pp | 42.33%-29.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $3,078 | $4,815-36.1% | $6,419-52.1% | $2,631+17.0% |
| Participant deferral / active EE | $4,938 | $7,142-30.9% | $9,331-47.1% | $4,212+17.2% |
| Admin fee / account holder | $14,906 | $13,977+6.6% | $16,305-8.6% | $7,344+103.0% |