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 | $92,301 | $58,512+57.7% | $84,015+9.9% | $72,985+26.5% |
| Participation rate | 88.0% | 61.2%+26.8pp | 69.0%+19.0pp | 69.5%+18.5pp |
| Annual return | 4.83% | 28.93%-24.1pp | 71.31%-66.5pp | 81.00%-76.2pp |
| Employer contribution / active EE | $3,076 | $1,163+164.5% | $1,983+55.1% | $2,440+26.1% |
| Participant deferral / active EE | $4,004 | $2,394+67.3% | $3,239+23.6% | $3,607+11.0% |
| Admin fee / account holder | $1,217 | $4,569-73.4% | $6,101-80.1% | $5,124-76.3% |