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 | $90,593 | $93,571-3.2% | $135,903-33.3% | $75,163+20.5% |
| Participation rate | 77.6% | 75.2%+2.4pp | 81.9%-4.4pp | 67.2%+10.4pp |
| Annual return | 14.40% | 30.90%-16.5pp | 68.23%-53.8pp | 160.62%-146.2pp |
| Employer contribution / active EE | $2,009 | $3,537-43.2% | $4,856-58.6% | $2,670-24.8% |
| Participant deferral / active EE | $5,072 | $6,404-20.8% | $7,758-34.6% | $4,125+23.0% |
| Admin fee / account holder | $2,910 | $6,975-58.3% | $10,762-73.0% | $5,651-48.5% |