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 | $81,923 | $69,207+18.4% | $64,056+27.9% | $139,434-41.2% |
| Participation rate | 86.4% | 75.6%+10.8pp | 72.3%+14.1pp | 80.3%+6.0pp |
| Annual return | 6.87% | 45.88%-39.0pp | 33.69%-26.8pp | 372.94%-366.1pp |
| Employer contribution / active EE | $1,265 | $3,182-60.3% | $2,747-53.9% | $4,751-73.4% |
| Participant deferral / active EE | $6,545 | $4,682+39.8% | $3,880+68.7% | $6,710-2.5% |
| Admin fee / account holder | $9,516 | $4,244+124.2% | $3,068+210.2% | $11,403-16.5% |