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 | $91,524 | $109,359-16.3% | $162,163-43.6% | $72,985+25.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 15.72% | 25.46%-9.7pp | 115.59%-99.9pp | 81.00%-65.3pp |
| Employer contribution / active EE | $7,776 | $3,907+99.0% | $5,614+38.5% | $2,440+218.7% |
| Participant deferral / active EE | $7,506 | $5,481+36.9% | $7,298+2.8% | $3,607+108.1% |
| Admin fee / account holder | $4,968 | $7,972-37.7% | $10,843-54.2% | $5,124-3.1% |