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 | $100,557 | $83,477+20.5% | $125,175-19.7% | $72,985+37.8% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.5%+26.5pp |
| Annual return | 5.73% | 25.78%-20.1pp | 43.79%-38.1pp | 81.00%-75.3pp |
| Employer contribution / active EE | $8,457 | $2,345+260.6% | $3,865+118.8% | $2,440+246.6% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $23,877 | $5,517+332.8% | $9,702+146.1% | $5,124+366.0% |