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 | $99,245 | $83,477+18.9% | $125,175-20.7% | $72,985+36.0% |
| Participation rate | 85.3% | 73.3%+12.0pp | 79.8%+5.5pp | 69.5%+15.8pp |
| Annual return | 8.86% | 25.78%-16.9pp | 43.79%-34.9pp | 81.00%-72.1pp |
| Employer contribution / active EE | $5,053 | $2,345+115.5% | $3,865+30.7% | $2,440+107.1% |
| Participant deferral / active EE | $2,053 | $3,585-42.7% | $4,937-58.4% | $3,607-43.1% |
| Admin fee / account holder | $14,564 | $5,517+164.0% | $9,702+50.1% | $5,124+184.2% |