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 | $115,758 | $65,409+77.0% | $98,442+17.6% | $85,850+34.8% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.3%+10.7pp |
| Annual return | 11.18% | 21.76%-10.6pp | 1492.73%-1481.5pp | 318.53%-307.4pp |
| Employer contribution / active EE | $1,892 | $2,168-12.7% | $2,960-36.1% | $2,565-26.3% |
| Participant deferral / active EE | $10,093 | $3,166+218.7% | $4,276+136.0% | $3,952+155.4% |
| Admin fee / account holder | $71,583 | $4,593+1458.7% | $5,949+1103.2% | $6,260+1043.5% |