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 | $77,082 | $109,413-29.5% | $156,263-50.7% | $84,808-9.1% |
| Participation rate | 76.5% | 72.7%+3.8pp | 78.9%-2.4pp | 68.3%+8.2pp |
| Annual return | 3.52% | 20.18%-16.7pp | 59.47%-55.9pp | 40.90%-37.4pp |
| Employer contribution / active EE | $4,809 | $2,907+65.4% | $4,333+11.0% | $2,631+82.8% |
| Participant deferral / active EE | $2,701 | $4,590-41.2% | $6,158-56.1% | $4,212-35.9% |
| Admin fee / account holder | $35,427 | $9,357+278.6% | $14,255+148.5% | $7,344+382.4% |