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 | $100,955 | $95,803+5.4% | $113,168-10.8% | $84,808+19.0% |
| Participation rate | 78.2% | 72.9%+5.3pp | 76.6%+1.6pp | 68.3%+9.9pp |
| Annual return | 10.27% | 25.00%-14.7pp | 24.27%-14.0pp | 40.90%-30.6pp |
| Employer contribution / active EE | $1,068 | $2,360-54.8% | $2,975-64.1% | $2,631-59.4% |
| Participant deferral / active EE | $5,378 | $4,242+26.8% | $5,107+5.3% | $4,212+27.7% |
| Admin fee / account holder | $25,698 | $8,989+185.9% | $12,068+112.9% | $7,344+249.9% |