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 | $85,358 | $201,272-57.6% | $184,203-53.7% | $145,922-41.5% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 7.72% | 29.00%-21.3pp | 28.81%-21.1pp | 561.29%-553.6pp |
| Employer contribution / active EE | $5,102 | $7,022-27.3% | $6,427-20.6% | $4,660+9.5% |
| Participant deferral / active EE | $8,335 | $9,806-15.0% | $9,131-8.7% | $6,688+24.6% |
| Admin fee / account holder | $33,498 | $16,364+104.7% | $13,901+141.0% | $13,397+150.0% |