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 | $87,811 | $81,248+8.1% | $155,509-43.5% | $80,856+8.6% |
| Participation rate | 71.4% | 66.2%+5.2pp | 78.2%-6.8pp | 67.6%+3.8pp |
| Annual return | 10.20% | 33.31%-23.1pp | 64.67%-54.5pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,143 | $3,100-30.9% | $4,672-54.1% | $2,755-22.2% |
| Participant deferral / active EE | $3,325 | $3,452-3.7% | $5,626-40.9% | $4,296-22.6% |
| Admin fee / account holder | $2,764 | $7,997-65.4% | $15,912-82.6% | $6,918-60.0% |