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 | $96,379 | $91,552+5.3% | $133,956-28.1% | $79,858+20.7% |
| Participation rate | 75.8% | 73.3%+2.4pp | 79.8%-4.1pp | 69.6%+6.1pp |
| Annual return | 7.37% | 61.85%-54.5pp | 45.09%-37.7pp | 31.71%-24.3pp |
| Employer contribution / active EE | $1,960 | $2,384-17.8% | $3,919-50.0% | $2,471-20.7% |
| Participant deferral / active EE | $3,667 | $3,733-1.8% | $5,048-27.4% | $3,740-2.0% |
| Admin fee / account holder | $11,839 | $6,321+87.3% | $8,927+32.6% | $5,306+123.1% |