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 | $84,223 | $95,803-12.1% | $113,168-25.6% | $84,808-0.7% |
| Participation rate | 93.1% | 72.9%+20.2pp | 76.6%+16.5pp | 68.3%+24.8pp |
| Annual return | 10.49% | 25.00%-14.5pp | 24.27%-13.8pp | 40.90%-30.4pp |
| Employer contribution / active EE | $3,720 | $2,360+57.6% | $2,975+25.0% | $2,631+41.4% |
| Participant deferral / active EE | $3,566 | $4,242-15.9% | $5,107-30.2% | $4,212-15.3% |
| Admin fee / account holder | $39,293 | $8,989+337.1% | $12,068+225.6% | $7,344+435.1% |