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 | $92,135 | $185,822-50.4% | $169,993-45.8% | $139,434-33.9% |
| Participation rate | 70.6% | 87.8%-17.2pp | 87.0%-16.4pp | 80.3%-9.7pp |
| Annual return | 10.01% | 60.50%-50.5pp | 53.37%-43.4pp | 372.94%-362.9pp |
| Employer contribution / active EE | $2,446 | $7,590-67.8% | $6,785-64.0% | $4,751-48.5% |
| Participant deferral / active EE | $9,630 | $11,622-17.1% | $10,408-7.5% | $6,710+43.5% |
| Admin fee / account holder | $18,339 | $15,381+19.2% | $12,815+43.1% | $11,403+60.8% |