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 | $91,287 | $95,416-4.3% | $185,823-50.9% | $85,850+6.3% |
| Participation rate | 71.0% | 68.8%+2.3pp | 81.7%-10.7pp | 69.3%+1.7pp |
| Annual return | 10.82% | 23.59%-12.8pp | 122.05%-111.2pp | 318.53%-307.7pp |
| Employer contribution / active EE | $2,022 | $3,314-39.0% | $5,167-60.9% | $2,565-21.2% |
| Participant deferral / active EE | $3,780 | $3,423+10.4% | $5,568-32.1% | $3,952-4.3% |
| Admin fee / account holder | $14,111 | $7,213+95.6% | $16,237-13.1% | $6,260+125.4% |