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 | $87,354 | $177,572-50.8% | $154,803-43.6% | $142,382-38.6% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 5.70% | 65.07%-59.4pp | 58.88%-53.2pp | 217.08%-211.4pp |
| Employer contribution / active EE | $6,352 | $4,810+32.0% | $4,305+47.5% | $4,299+47.7% |
| Participant deferral / active EE | $5,031 | $6,272-19.8% | $5,540-9.2% | $6,507-22.7% |
| Admin fee / account holder | $22,727 | $16,786+35.4% | $14,329+58.6% | $12,624+80.0% |