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 | $81,852 | $76,367+7.2% | $93,606-12.6% | $72,985+12.1% |
| Participation rate | 90.0% | 71.7%+18.3pp | 75.8%+14.2pp | 69.5%+20.5pp |
| Annual return | 7.95% | 25.82%-17.9pp | 32.76%-24.8pp | 81.00%-73.0pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,730 | $3,538+90.2% | $4,069+65.4% | $3,607+86.6% |
| Admin fee / account holder | $47,513 | $6,838+594.8% | $7,888+502.3% | $5,124+827.2% |