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 | $106,536 | $85,022+25.3% | $70,515+51.1% | $139,434-23.6% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 6.72% | 30.38%-23.7pp | 32.77%-26.1pp | 372.94%-366.2pp |
| Employer contribution / active EE | $4,676 | $3,909+19.6% | $2,973+57.3% | $4,751-1.6% |
| Participant deferral / active EE | $9,737 | $5,890+65.3% | $4,567+113.2% | $6,710+45.1% |
| Admin fee / account holder | $99,064 | $8,906+1012.3% | $6,412+1445.0% | $11,403+768.8% |