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 | $80,778 | $81,248-0.6% | $155,509-48.1% | $80,856-0.1% |
| Participation rate | 86.1% | 66.2%+19.9pp | 78.2%+7.9pp | 67.6%+18.5pp |
| Annual return | 9.37% | 33.31%-23.9pp | 64.67%-55.3pp | 35.59%-26.2pp |
| Employer contribution / active EE | $2,952 | $3,100-4.8% | $4,672-36.8% | $2,755+7.1% |
| Participant deferral / active EE | $6,825 | $3,452+97.7% | $5,626+21.3% | $4,296+58.9% |
| Admin fee / account holder | $88,577 | $7,997+1007.6% | $15,912+456.7% | $6,918+1180.4% |