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 | $113,148 | $99,985+13.2% | $146,665-22.9% | $85,850+31.8% |
| Participation rate | 80.0% | 73.1%+6.9pp | 80.1%-0.1pp | 69.3%+10.7pp |
| Annual return | 10.26% | 18.93%-8.7pp | 22.74%-12.5pp | 318.53%-308.3pp |
| Employer contribution / active EE | $1,708 | $2,559-33.2% | $4,136-58.7% | $2,565-33.4% |
| Participant deferral / active EE | $3,664 | $4,006-8.5% | $5,506-33.5% | $3,952-7.3% |
| Admin fee / account holder | $13,282 | $7,702+72.4% | $10,280+29.2% | $6,260+112.2% |