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 | $78,006 | $109,359-28.7% | $162,163-51.9% | $72,985+6.9% |
| Participation rate | 92.9% | 84.3%+8.6pp | 87.6%+5.3pp | 69.5%+23.4pp |
| Annual return | 2.23% | 25.46%-23.2pp | 115.59%-113.4pp | 81.00%-78.8pp |
| Employer contribution / active EE | $2,124 | $3,907-45.6% | $5,614-62.2% | $2,440-13.0% |
| Participant deferral / active EE | $5,712 | $5,481+4.2% | $7,298-21.7% | $3,607+58.3% |
| Admin fee / account holder | $1,701 | $7,972-78.7% | $10,843-84.3% | $5,124-66.8% |