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 | $99,220 | $109,413-9.3% | $156,263-36.5% | $84,808+17.0% |
| Participation rate | 81.5% | 72.7%+8.8pp | 78.9%+2.6pp | 68.3%+13.2pp |
| Annual return | 12.01% | 20.18%-8.2pp | 59.47%-47.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,562 | $2,907-46.3% | $4,333-63.9% | $2,631-40.6% |
| Participant deferral / active EE | $3,330 | $4,590-27.5% | $6,158-45.9% | $4,212-20.9% |
| Admin fee / account holder | $3,414 | $9,357-63.5% | $14,255-76.1% | $7,344-53.5% |