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 | $92,531 | $77,314+19.7% | $177,989-48.0% | $80,856+14.4% |
| Participation rate | 97.1% | 65.7%+31.4pp | 77.1%+20.0pp | 67.6%+29.4pp |
| Annual return | 7.75% | 18.09%-10.3pp | 294.48%-286.7pp | 35.59%-27.8pp |
| Employer contribution / active EE | $5,741 | $2,292+150.5% | $3,949+45.4% | $2,755+108.4% |
| Participant deferral / active EE | $8,034 | $4,411+82.2% | $6,276+28.0% | $4,296+87.0% |
| Admin fee / account holder | $1,244 | $7,191-82.7% | $10,363-88.0% | $6,918-82.0% |