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 | $97,056 | $86,286+12.5% | $111,297-12.8% | $85,850+13.1% |
| Participation rate | 78.9% | 73.3%+5.6pp | 77.3%+1.6pp | 69.3%+9.6pp |
| Annual return | 9.30% | 19.99%-10.7pp | 54.65%-45.4pp | 318.53%-309.2pp |
| Employer contribution / active EE | $903 | $2,043-55.8% | $2,731-67.0% | $2,565-64.8% |
| Participant deferral / active EE | $3,034 | $3,641-16.7% | $4,487-32.4% | $3,952-23.2% |
| Admin fee / account holder | $14,365 | $8,188+75.4% | $7,964+80.4% | $6,260+129.5% |