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 | $77,888 | $89,355-12.8% | $141,162-44.8% | $72,985+6.7% |
| Participation rate | 90.6% | 75.1%+15.5pp | 82.5%+8.2pp | 69.5%+21.1pp |
| Annual return | 12.70% | 111.85%-99.1pp | 71.39%-58.7pp | 81.00%-68.3pp |
| Employer contribution / active EE | $1,446 | $3,114-53.6% | $4,735-69.5% | $2,440-40.7% |
| Participant deferral / active EE | $5,725 | $5,418+5.7% | $6,709-14.7% | $3,607+58.7% |
| Admin fee / account holder | $10,366 | $5,958+74.0% | $10,261+1.0% | $5,124+102.3% |