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 | $80,165 | $93,170-14.0% | $100,534-20.3% | $84,808-5.5% |
| Participation rate | 97.1% | 75.8%+21.2pp | 80.6%+16.4pp | 68.3%+28.7pp |
| Annual return | 10.97% | 47.13%-36.2pp | 32.66%-21.7pp | 40.90%-29.9pp |
| Employer contribution / active EE | $5,043 | $3,985+26.6% | $4,346+16.0% | $2,631+91.7% |
| Participant deferral / active EE | $6,540 | $5,699+14.8% | $6,144+6.4% | $4,212+55.3% |
| Admin fee / account holder | $10,442 | $7,382+41.4% | $7,654+36.4% | $7,344+42.2% |