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 | $101,435 | $127,065-20.2% | $113,168-10.4% | $142,382-28.8% |
| Participation rate | 86.7% | 79.2%+7.5pp | 76.6%+10.1pp | 80.1%+6.5pp |
| Annual return | 6.93% | 24.03%-17.1pp | 24.27%-17.3pp | 217.08%-210.1pp |
| Employer contribution / active EE | $2,896 | $3,442-15.9% | $2,975-2.7% | $4,299-32.6% |
| Participant deferral / active EE | $4,033 | $5,716-29.4% | $5,107-21.0% | $6,507-38.0% |
| Admin fee / account holder | $36,252 | $15,736+130.4% | $12,068+200.4% | $12,624+187.2% |