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 | $106,004 | $95,803+10.6% | $113,168-6.3% | $84,808+25.0% |
| Participation rate | 93.5% | 72.9%+20.7pp | 76.6%+17.0pp | 68.3%+25.2pp |
| Annual return | 12.06% | 25.00%-12.9pp | 24.27%-12.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $2,480 | $2,360+5.1% | $2,975-16.7% | $2,631-5.8% |
| Participant deferral / active EE | $8,245 | $4,242+94.4% | $5,107+61.5% | $4,212+95.8% |
| Admin fee / account holder | $7,874 | $8,989-12.4% | $12,068-34.8% | $7,344+7.2% |