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 | $92,881 | $106,515-12.8% | $96,683-3.9% | $139,434-33.4% |
| Participation rate | 82.6% | 77.8%+4.8pp | 74.3%+8.3pp | 80.3%+2.3pp |
| Annual return | 10.80% | 38.43%-27.6pp | 35.69%-24.9pp | 372.94%-362.1pp |
| Employer contribution / active EE | $1,746 | $4,103-57.4% | $3,737-53.3% | $4,751-63.2% |
| Participant deferral / active EE | $3,303 | $5,454-39.4% | $4,878-32.3% | $6,710-50.8% |
| Admin fee / account holder | $3,879 | $7,877-50.8% | $6,730-42.4% | $11,403-66.0% |