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 | $106,428 | $46,553+128.6% | $64,056+66.1% | $75,163+41.6% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 10.92% | 26.03%-15.1pp | 33.69%-22.8pp | 160.62%-149.7pp |
| Employer contribution / active EE | $1,310 | $1,974-33.6% | $2,747-52.3% | $2,670-50.9% |
| Participant deferral / active EE | $1,838 | $2,837-35.2% | $3,880-52.6% | $4,125-55.4% |
| Admin fee / account holder | $6,359 | $2,952+115.4% | $3,068+107.3% | $5,651+12.5% |