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 | $78,680 | $78,6720% | $109,143-27.9% | $85,850-8.4% |
| Participation rate | 86.7% | 68.3%+18.4pp | 75.9%+10.8pp | 69.3%+17.4pp |
| Annual return | 9.36% | 25.09%-15.7pp | 25.75%-16.4pp | 318.53%-309.2pp |
| Employer contribution / active EE | $3,088 | $2,735+12.9% | $3,722-17.0% | $2,565+20.4% |
| Participant deferral / active EE | $4,555 | $3,467+31.4% | $4,653-2.1% | $3,952+15.3% |
| Admin fee / account holder | $14,470 | $5,469+164.6% | $6,752+114.3% | $6,260+131.2% |