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 | $97,743 | $89,753+8.9% | $107,525-9.1% | $84,808+15.3% |
| Participation rate | 71.4% | 68.1%+3.4pp | 75.1%-3.6pp | 68.3%+3.1pp |
| Annual return | 11.50% | 29.48%-18.0pp | 181.32%-169.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $2,507 | $3,113-19.5% | $3,754-33.2% | $2,631-4.7% |
| Participant deferral / active EE | $6,270 | $4,056+54.6% | $5,116+22.6% | $4,212+48.9% |
| Admin fee / account holder | $7,430 | $7,222+2.9% | $8,919-16.7% | $7,344+1.2% |