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 | $82,262 | $63,355+29.8% | $91,989-10.6% | $72,985+12.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 16.93% | 35.35%-18.4pp | 69.02%-52.1pp | 81.00%-64.1pp |
| Employer contribution / active EE | $4,673 | $2,116+120.9% | $3,452+35.4% | $2,440+91.5% |
| Participant deferral / active EE | $5,579 | $4,883+14.2% | $5,923-5.8% | $3,607+54.6% |
| Admin fee / account holder | $23,688 | $4,668+407.5% | $7,743+205.9% | $5,124+362.3% |