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 | $99,373 | $91,552+8.5% | $133,956-25.8% | $79,858+24.4% |
| Participation rate | 81.5% | 73.3%+8.2pp | 79.8%+1.7pp | 69.6%+11.9pp |
| Annual return | 6.90% | 61.85%-54.9pp | 45.09%-38.2pp | 31.71%-24.8pp |
| Employer contribution / active EE | $1,303 | $2,384-45.3% | $3,919-66.8% | $2,471-47.3% |
| Participant deferral / active EE | $3,366 | $3,733-9.8% | $5,048-33.3% | $3,740-10.0% |
| Admin fee / account holder | $5,938 | $6,321-6.1% | $8,927-33.5% | $5,306+11.9% |