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 | $69,473 | $89,355-22.3% | $141,162-50.8% | $72,985-4.8% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 18.51% | 111.85%-93.3pp | 71.39%-52.9pp | 81.00%-62.5pp |
| Employer contribution / active EE | $2,902 | $3,114-6.8% | $4,735-38.7% | $2,440+18.9% |
| Participant deferral / active EE | $5,109 | $5,418-5.7% | $6,709-23.9% | $3,607+41.6% |
| Admin fee / account holder | $26,589 | $5,958+346.3% | $10,261+159.1% | $5,124+418.9% |