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 | $114,802 | $63,355+81.2% | $91,989+24.8% | $72,985+57.3% |
| Participation rate | 90.0% | 72.5%+17.5pp | 78.6%+11.4pp | 69.5%+20.5pp |
| Annual return | 18.98% | 35.35%-16.4pp | 69.02%-50.0pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,220 | $2,116-42.3% | $3,452-64.6% | $2,440-50.0% |
| Participant deferral / active EE | $4,595 | $4,883-5.9% | $5,923-22.4% | $3,607+27.4% |
| Admin fee / account holder | $22,334 | $4,668+378.4% | $7,743+188.4% | $5,124+335.8% |