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 | $97,556 | $91,190+7.0% | $178,490-45.3% | $79,858+22.2% |
| Participation rate | 77.4% | 69.2%+8.2pp | 81.9%-4.5pp | 69.6%+7.8pp |
| Annual return | 7.99% | 24.19%-16.2pp | 151.07%-143.1pp | 31.71%-23.7pp |
| Employer contribution / active EE | $2,536 | $3,256-22.1% | $5,011-49.4% | $2,471+2.6% |
| Participant deferral / active EE | $6,995 | $3,236+116.1% | $5,202+34.5% | $3,740+87.0% |
| Admin fee / account holder | $18,755 | $6,751+177.8% | $13,984+34.1% | $5,306+253.4% |