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 | $87,750 | $103,376-15.1% | $87,100+0.7% | $152,861-42.6% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.9%+14.0pp | 82.4%+8.5pp |
| Annual return | 7.37% | 28.10%-20.7pp | 28.19%-20.8pp | 345.32%-337.9pp |
| Employer contribution / active EE | $1,001 | $3,220-68.9% | $2,521-60.3% | $4,762-79.0% |
| Participant deferral / active EE | $2,285 | $4,778-52.2% | $4,049-43.6% | $5,850-60.9% |
| Admin fee / account holder | $2,440 | $12,205-80.0% | $7,497-67.4% | $11,596-79.0% |