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 | $80,561 | $72,492+11.1% | $87,100-7.5% | $72,985+10.4% |
| Participation rate | 94.6% | 72.8%+21.8pp | 76.9%+17.7pp | 69.5%+25.1pp |
| Annual return | 6.88% | 24.46%-17.6pp | 28.19%-21.3pp | 81.00%-74.1pp |
| Employer contribution / active EE | $6,807 | $1,894+259.4% | $2,521+170.0% | $2,440+179.0% |
| Participant deferral / active EE | $4,721 | $3,270+44.4% | $4,049+16.6% | $3,607+30.9% |
| Admin fee / account holder | $15,320 | $5,055+203.1% | $7,497+104.4% | $5,124+199.0% |