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 | $90,189 | $87,135+3.5% | $206,214-56.3% | $116,875-22.8% |
| Participation rate | 85.3% | 76.8%+8.5pp | 82.4%+2.9pp | 74.5%+10.8pp |
| Annual return | 9.53% | 22.51%-13.0pp | -1.60%+11.1pp | 16.29%-6.8pp |
| Employer contribution / active EE | $1,451 | $3,046-52.4% | $5,967-75.7% | $3,288-55.9% |
| Participant deferral / active EE | $2,913 | $3,898-25.3% | $4,649-37.4% | $3,885-25.0% |
| Admin fee / account holder | $10,435 | $8,630+20.9% | $13,671-23.7% | $12,263-14.9% |