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 | $112,389 | $98,750+13.8% | $149,696-24.9% | $79,858+40.7% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 3.28% | 27.43%-24.2pp | 276.60%-273.3pp | 31.71%-28.4pp |
| Employer contribution / active EE | $1,575 | $3,216-51.0% | $4,644-66.1% | $2,471-36.3% |
| Participant deferral / active EE | $9,754 | $5,680+71.7% | $6,842+42.6% | $3,740+160.8% |
| Admin fee / account holder | $16,753 | $6,053+176.8% | $9,309+80.0% | $5,306+215.7% |