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 | $98,960 | $109,359-9.5% | $162,163-39.0% | $72,985+35.6% |
| Participation rate | 77.0% | 84.3%-7.2pp | 87.6%-10.5pp | 69.5%+7.5pp |
| Annual return | 16.95% | 25.46%-8.5pp | 115.59%-98.6pp | 81.00%-64.1pp |
| Employer contribution / active EE | $3,053 | $3,907-21.9% | $5,614-45.6% | $2,440+25.1% |
| Participant deferral / active EE | $4,263 | $5,481-22.2% | $7,298-41.6% | $3,607+18.2% |
| Admin fee / account holder | $1,412 | $7,972-82.3% | $10,843-87.0% | $5,124-72.4% |