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 | $89,691 | $78,672+14.0% | $109,143-17.8% | $85,850+4.5% |
| Participation rate | 82.9% | 68.3%+14.6pp | 75.9%+7.0pp | 69.3%+13.5pp |
| Annual return | 7.49% | 25.09%-17.6pp | 25.75%-18.3pp | 318.53%-311.0pp |
| Employer contribution / active EE | $1,393 | $2,735-49.1% | $3,722-62.6% | $2,565-45.7% |
| Participant deferral / active EE | $7,445 | $3,467+114.7% | $4,653+60.0% | $3,952+88.4% |
| Admin fee / account holder | $8,824 | $5,469+61.3% | $6,752+30.7% | $6,260+41.0% |