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 | $109,900 | $109,8810% | $150,045-26.8% | $84,808+29.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 12.26% | 28.25%-16.0pp | 62.55%-50.3pp | 40.90%-28.6pp |
| Employer contribution / active EE | $13,935 | $3,561+291.3% | $4,693+196.9% | $2,631+429.6% |
| Participant deferral / active EE | $6,298 | $6,636-5.1% | $7,997-21.3% | $4,212+49.5% |
| Admin fee / account holder | $18,611 | $8,568+117.2% | $13,435+38.5% | $7,344+153.4% |