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 | $92,886 | $93,571-0.7% | $135,903-31.7% | $75,163+23.6% |
| Participation rate | 78.7% | 75.2%+3.5pp | 81.9%-3.2pp | 67.2%+11.5pp |
| Annual return | 14.12% | 30.90%-16.8pp | 68.23%-54.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,583 | $3,537-55.2% | $4,856-67.4% | $2,670-40.7% |
| Participant deferral / active EE | $5,836 | $6,404-8.9% | $7,758-24.8% | $4,125+41.5% |
| Admin fee / account holder | $8,815 | $6,975+26.4% | $10,762-18.1% | $5,651+56.0% |