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 | $95,703 | $109,413-12.5% | $156,263-38.8% | $84,808+12.8% |
| Participation rate | 81.5% | 72.7%+8.8pp | 78.9%+2.6pp | 68.3%+13.2pp |
| Annual return | 10.02% | 20.18%-10.2pp | 59.47%-49.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,730 | $2,907-40.5% | $4,333-60.1% | $2,631-34.2% |
| Participant deferral / active EE | $7,268 | $4,590+58.3% | $6,158+18.0% | $4,212+72.6% |
| Admin fee / account holder | $28,656 | $9,357+206.3% | $14,255+101.0% | $7,344+290.2% |