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 | $87,806 | $77,145+13.8% | $108,410-19.0% | $85,850+2.3% |
| Participation rate | 96.1% | 74.7%+21.4pp | 80.1%+15.9pp | 69.3%+26.8pp |
| Annual return | 12.07% | 44.54%-32.5pp | 905.27%-893.2pp | 318.53%-306.5pp |
| Employer contribution / active EE | $2,614 | $2,379+9.9% | $3,558-26.5% | $2,565+1.9% |
| Participant deferral / active EE | $6,361 | $5,566+14.3% | $6,563-3.1% | $3,952+61.0% |
| Admin fee / account holder | $12,676 | $5,172+145.1% | $7,295+73.8% | $6,260+102.5% |