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 | $87,235 | $116,875-25.4% | $135,584-35.7% | $116,875-25.4% |
| Participation rate | 93.8% | 74.5%+19.2pp | 74.9%+18.8pp | 74.5%+19.2pp |
| Annual return | 11.08% | 16.29%-5.2pp | -6.29%+17.4pp | 16.29%-5.2pp |
| Employer contribution / active EE | $1,845 | $3,288-43.9% | $2,978-38.0% | $3,288-43.9% |
| Participant deferral / active EE | $5,082 | $3,885+30.8% | $3,505+45.0% | $3,885+30.8% |
| Admin fee / account holder | $4,697 | $12,263-61.7% | $7,720-39.2% | $12,263-61.7% |