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 | $98,736 | $80,717+22.3% | $154,803-36.2% | $84,808+16.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 9.26% | 37.96%-28.7pp | 58.88%-49.6pp | 40.90%-31.6pp |
| Employer contribution / active EE | $2,599 | $2,761-5.9% | $4,305-39.6% | $2,631-1.2% |
| Participant deferral / active EE | $4,297 | $3,303+30.1% | $5,540-22.4% | $4,212+2.0% |
| Admin fee / account holder | $34,317 | $6,746+408.7% | $14,329+139.5% | $7,344+367.3% |