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 | $102,676 | $109,881-6.6% | $150,045-31.6% | $84,808+21.1% |
| Participation rate | 79.2% | 76.1%+3.2pp | 82.3%-3.1pp | 68.3%+10.9pp |
| Annual return | 13.91% | 28.25%-14.3pp | 62.55%-48.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,570 | $3,561-27.8% | $4,693-45.2% | $2,631-2.3% |
| Participant deferral / active EE | $5,232 | $6,636-21.2% | $7,997-34.6% | $4,212+24.2% |
| Admin fee / account holder | $16,991 | $8,568+98.3% | $13,435+26.5% | $7,344+131.4% |