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 | $111,017 | $138,347-19.8% | $184,203-39.7% | $80,856+37.3% |
| Participation rate | 87.1% | 83.9%+3.2pp | 86.8%+0.3pp | 67.6%+19.5pp |
| Annual return | 9.75% | 20.02%-10.3pp | 28.81%-19.1pp | 35.59%-25.8pp |
| Employer contribution / active EE | $3,403 | $4,850-29.8% | $6,427-47.1% | $2,755+23.5% |
| Participant deferral / active EE | $7,237 | $7,071+2.4% | $9,131-20.7% | $4,296+68.5% |
| Admin fee / account holder | $65,009 | $10,483+520.1% | $13,901+367.7% | $6,918+839.7% |