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 | $83,149 | $99,985-16.8% | $146,665-43.3% | $85,850-3.1% |
| Participation rate | 72.5% | 73.1%-0.6pp | 80.1%-7.6pp | 69.3%+3.2pp |
| Annual return | 10.79% | 18.93%-8.1pp | 22.74%-12.0pp | 318.53%-307.7pp |
| Employer contribution / active EE | $1,649 | $2,559-35.6% | $4,136-60.1% | $2,565-35.7% |
| Participant deferral / active EE | $4,476 | $4,006+11.7% | $5,506-18.7% | $3,952+13.3% |
| Admin fee / account holder | $13,981 | $7,702+81.5% | $10,280+36.0% | $6,260+123.3% |