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 | $76,789 | $89,753-14.4% | $107,525-28.6% | $84,808-9.5% |
| Participation rate | 87.1% | 68.1%+19.0pp | 75.1%+12.0pp | 68.3%+18.8pp |
| Annual return | 8.92% | 29.48%-20.6pp | 181.32%-172.4pp | 40.90%-32.0pp |
| Employer contribution / active EE | $2,247 | $3,113-27.8% | $3,754-40.1% | $2,631-14.6% |
| Participant deferral / active EE | $5,302 | $4,056+30.7% | $5,116+3.7% | $4,212+25.9% |
| Admin fee / account holder | $13,106 | $7,222+81.5% | $8,919+46.9% | $7,344+78.5% |