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 | $79,701 | $109,413-27.2% | $156,263-49.0% | $84,808-6.0% |
| Participation rate | 77.4% | 72.7%+4.7pp | 78.9%-1.5pp | 68.3%+9.1pp |
| Annual return | 10.82% | 20.18%-9.4pp | 59.47%-48.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $9,022 | $2,907+210.4% | $4,333+108.2% | $2,631+242.9% |
| Participant deferral / active EE | $6,953 | $4,590+51.5% | $6,158+12.9% | $4,212+65.1% |
| Admin fee / account holder | $72,706 | $9,357+677.0% | $14,255+410.0% | $7,344+890.0% |