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 | $95,129 | $85,766+10.9% | $136,294-30.2% | $70,131+35.6% |
| Participation rate | 98.2% | 74.2%+24.1pp | 81.9%+16.3pp | 69.5%+28.7pp |
| Annual return | 13.76% | 31.45%-17.7pp | 5155.94%-5142.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $3,029 | $2,966+2.1% | $4,695-35.5% | $2,342+29.3% |
| Participant deferral / active EE | $7,147 | $5,051+41.5% | $6,247+14.4% | $3,332+114.5% |
| Admin fee / account holder | $21,137 | $5,420+290.0% | $9,243+128.7% | $4,645+355.0% |