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 | $90,577 | $109,359-17.2% | $162,163-44.1% | $72,985+24.1% |
| Participation rate | 98.5% | 84.3%+14.3pp | 87.6%+11.0pp | 69.5%+29.0pp |
| Annual return | 13.24% | 25.46%-12.2pp | 115.59%-102.4pp | 81.00%-67.8pp |
| Employer contribution / active EE | $2,814 | $3,907-28.0% | $5,614-49.9% | $2,440+15.4% |
| Participant deferral / active EE | $4,799 | $5,481-12.4% | $7,298-34.2% | $3,607+33.0% |
| Admin fee / account holder | $19,941 | $7,972+150.1% | $10,843+83.9% | $5,124+289.1% |