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 | $103,617 | $91,190+13.6% | $178,490-41.9% | $79,858+29.8% |
| Participation rate | 84.3% | 69.2%+15.1pp | 81.9%+2.4pp | 69.6%+14.7pp |
| Annual return | 8.57% | 24.19%-15.6pp | 151.07%-142.5pp | 31.71%-23.1pp |
| Employer contribution / active EE | $1,742 | $3,256-46.5% | $5,011-65.2% | $2,471-29.5% |
| Participant deferral / active EE | $5,487 | $3,236+69.6% | $5,202+5.5% | $3,740+46.7% |
| Admin fee / account holder | $16,922 | $6,751+150.7% | $13,984+21.0% | $5,306+218.9% |