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 | $94,060 | $78,672+19.6% | $109,143-13.8% | $85,850+9.6% |
| Participation rate | 96.3% | 68.3%+28.0pp | 75.9%+20.4pp | 69.3%+27.0pp |
| Annual return | 7.73% | 25.09%-17.4pp | 25.75%-18.0pp | 318.53%-310.8pp |
| Employer contribution / active EE | $3,704 | $2,735+35.4% | $3,722-0.5% | $2,565+44.4% |
| Participant deferral / active EE | $2,086 | $3,467-39.8% | $4,653-55.2% | $3,952-47.2% |
| Admin fee / account holder | $14,037 | $5,469+156.7% | $6,752+107.9% | $6,260+124.2% |