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 | $80,101 | $109,881-27.1% | $150,045-46.6% | $84,808-5.6% |
| Participation rate | 80.9% | 76.1%+4.8pp | 82.3%-1.5pp | 68.3%+12.5pp |
| Annual return | 6.86% | 28.25%-21.4pp | 62.55%-55.7pp | 40.90%-34.0pp |
| Employer contribution / active EE | $2,849 | $3,561-20.0% | $4,693-39.3% | $2,631+8.3% |
| Participant deferral / active EE | $5,395 | $6,636-18.7% | $7,997-32.5% | $4,212+28.1% |
| Admin fee / account holder | $42,190 | $8,568+392.4% | $13,435+214.0% | $7,344+474.5% |